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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 | $10,680 | $183,516-94.2% | $155,534-93.1% | $145,884-92.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 17.95% | 61.43%-43.5pp | 64.92%-47.0pp | 551.85%-533.9pp |
| Employer contribution / active EE | $774 | $5,315-85.4% | $4,675-83.4% | $4,662-83.4% |
| Participant deferral / active EE | $7,126 | $6,467+10.2% | $5,630+26.6% | $6,690+6.5% |
| Admin fee / account holder | $79 | $19,293-99.6% | $15,900-99.5% | $13,392-99.4% |