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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 | $19,067 | $199,109-90.4% | $173,730-89.0% | $154,746-87.7% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.6%+9.3pp | 80.7%+8.2pp |
| Annual return | 28.57% | 20.02%+8.6pp | 19.96%+8.6pp | 172.34%-143.8pp |
| Employer contribution / active EE | $1,175 | $5,311-77.9% | $4,577-74.3% | $4,379-73.2% |
| Participant deferral / active EE | $3,993 | $7,113-43.9% | $6,326-36.9% | $6,730-40.7% |
| Admin fee / account holder | $250 | $20,916-98.8% | $17,523-98.6% | $14,365-98.3% |