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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,022 | $148,623-89.9% | $135,974-89.0% | $139,466-89.2% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 21.80% | 79.30%-57.5pp | 68.30%-46.5pp | 373.66%-351.9pp |
| Employer contribution / active EE | $808 | $5,246-84.6% | $4,859-83.4% | $4,754-83.0% |
| Participant deferral / active EE | $4,249 | $8,103-47.6% | $7,760-45.3% | $6,712-36.7% |
| Admin fee / account holder | $201 | $12,406-98.4% | $10,767-98.1% | $11,409-98.2% |