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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 | $20,727 | $93,598-77.9% | $135,974-84.8% | $75,173-72.4% |
| Participation rate | 82.9% | 75.2%+7.7pp | 81.9%+0.9pp | 67.2%+15.7pp |
| Annual return | 24.28% | 30.89%-6.6pp | 68.30%-44.0pp | 160.72%-136.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,615 | $6,405+3.3% | $7,760-14.8% | $4,126+60.3% |
| Admin fee / account holder | $74 | $6,978-98.9% | $10,767-99.3% | $5,651-98.7% |