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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 | $7,776 | $211,224-96.3% | $178,505-95.6% | $145,897-94.7% |
| Participation rate | 85.7% | 80.8%+4.9pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 12.14% | 30.28%-18.1pp | 27.16%-15.0pp | 552.29%-540.1pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,349 | $6,966-80.6% | $6,280-78.5% | $6,689-79.8% |
| Admin fee / account holder | $87 | $12,109-99.3% | $10,428-99.2% | $13,390-99.3% |