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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 | $16,274 | $183,592-91.1% | $155,574-89.5% | $145,877-88.8% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 15.72% | 61.37%-45.7pp | 64.87%-49.1pp | 551.28%-535.6pp |
| Employer contribution / active EE | $126 | $5,317-97.6% | $4,676-97.3% | $4,663-97.3% |
| Participant deferral / active EE | $5,586 | $6,466-13.6% | $5,629-0.8% | $6,691-16.5% |
| Admin fee / account holder | $91 | $19,316-99.5% | $15,914-99.4% | $13,402-99.3% |