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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 | $9,457 | $101,795-90.7% | $165,100-94.3% | $80,959-88.3% |
| Participation rate | 84.3% | 71.8%+12.5pp | 78.6%+5.7pp | 67.7%+16.6pp |
| Annual return | 40.59% | 16.73%+23.9pp | 70.21%-29.6pp | 35.67%+4.9pp |
| Employer contribution / active EE | $693 | $2,954-76.5% | $4,348-84.1% | $2,757-74.9% |
| Participant deferral / active EE | $3,223 | $4,476-28.0% | $6,035-46.6% | $4,300-25.1% |
| Admin fee / account holder | $289 | $8,221-96.5% | $12,696-97.7% | $6,925-95.8% |