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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 | $18,069 | $167,323-89.2% | $143,770-87.4% | $134,493-86.6% |
| Participation rate | 95.8% | 84.8%+11.0pp | 80.3%+15.5pp | 81.2%+14.6pp |
| Annual return | -17.56% | 0.47%-18.0pp | -0.04%-17.5pp | 418.01%-435.6pp |
| Employer contribution / active EE | $799 | $5,619-85.8% | $4,951-83.9% | $4,740-83.1% |
| Participant deferral / active EE | $4,122 | $6,446-36.1% | $5,638-26.9% | $6,400-35.6% |
| Admin fee / account holder | $151 | $18,088-99.2% | $14,673-99.0% | $11,425-98.7% |