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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 | $19,547 | $93,589-79.1% | $135,942-85.6% | $75,181-74.0% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 43.08% | 30.90%+12.2pp | 68.28%-25.2pp | 160.69%-117.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,573 | $6,405+33.8% | $7,759+10.5% | $4,126+107.8% |
| Admin fee / account holder | $268 | $6,977-96.2% | $10,764-97.5% | $5,650-95.3% |