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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 | $17,825 | $135,956-86.9% | $123,894-85.6% | $273,972-93.5% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 29.00% | 56.63%-27.6pp | 47.52%-18.5pp | 41.46%-12.5pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $11,428 | $6,343+80.2% | $5,984+91.0% | $5,287+116.1% |
| Admin fee / account holder | $42 | $9,817-99.6% | $8,357-99.5% | $10,133-99.6% |