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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 | $9,047 | $172,111-94.7% | $150,298-94.0% | $137,256-93.4% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 20.60% | 69.37%-48.8pp | 62.79%-42.2pp | 220.34%-199.7pp |
| Employer contribution / active EE | $681 | $4,636-85.3% | $4,154-83.6% | $4,156-83.6% |
| Participant deferral / active EE | $2,651 | $6,166-57.0% | $5,453-51.4% | $6,407-58.6% |
| Admin fee / account holder | $118 | $16,471-99.3% | $14,116-99.2% | $12,270-99.0% |