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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 | $10,502 | $76,551-86.3% | $123,894-91.5% | $62,881-83.3% |
| Participation rate | 72.4% | 73.0%-0.6pp | 81.4%-9.0pp | 69.3%+3.1pp |
| Annual return | 15.28% | 18.68%-3.4pp | 47.52%-32.2pp | 20.14%-4.9pp |
| Employer contribution / active EE | $214 | $2,882-92.6% | $4,617-95.4% | $2,281-90.6% |
| Participant deferral / active EE | $7,276 | $4,840+50.3% | $5,984+21.6% | $3,203+127.2% |
| Admin fee / account holder | $296 | $4,826-93.9% | $8,357-96.5% | $4,296-93.1% |