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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 | $211,288-96.3% | $178,540-95.6% | $145,884-94.7% |
| Participation rate | 85.7% | 80.8%+4.9pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 12.14% | 30.27%-18.1pp | 27.15%-15.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,349 | $6,967-80.6% | $6,281-78.5% | $6,690-79.8% |
| Admin fee / account holder | $87 | $12,105-99.3% | $10,424-99.2% | $13,392-99.3% |