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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 | $9,640 | $80,983-88.1% | $96,544-90.0% | $75,177-87.2% |
| Participation rate | 82.9% | 71.8%+11.1pp | 76.0%+6.9pp | 67.2%+15.7pp |
| Annual return | 16.85% | 27.05%-10.2pp | 25.88%-9.0pp | 160.75%-143.9pp |
| Employer contribution / active EE | $476 | $2,282-79.1% | $2,966-83.9% | $2,671-82.2% |
| Participant deferral / active EE | $3,004 | $3,929-23.5% | $4,851-38.1% | $4,126-27.2% |
| Admin fee / account holder | $69 | $6,717-99.0% | $8,254-99.2% | $5,651-98.8% |