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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 | $18,084 | $135,956-86.7% | $123,894-85.4% | $273,972-93.4% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 14.42% | 56.63%-42.2pp | 47.52%-33.1pp | 41.46%-27.0pp |
| Employer contribution / active EE | $794 | $5,170-84.6% | $4,617-82.8% | $4,869-83.7% |
| Participant deferral / active EE | $9,100 | $6,343+43.5% | $5,984+52.1% | $5,287+72.1% |
| Admin fee / account holder | $127 | $9,817-98.7% | $8,357-98.5% | $10,133-98.7% |