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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 | $18,775 | $198,457-90.5% | $170,435-89.0% | $147,586-87.3% |
| Participation rate | 76.5% | 88.0%-11.5pp | 83.6%-7.1pp | 82.8%-6.4pp |
| Annual return | 14.65% | 257.30%-242.7pp | 205.94%-191.3pp | 578.59%-563.9pp |
| Employer contribution / active EE | $865 | $6,183-86.0% | $5,432-84.1% | $4,876-82.3% |
| Participant deferral / active EE | $2,346 | $5,629-58.3% | $4,939-52.5% | $5,439-56.9% |
| Admin fee / account holder | $184 | $16,852-98.9% | $13,881-98.7% | $10,886-98.3% |