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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 | $15,734 | $106,749-85.3% | $145,433-89.2% | $82,448-80.9% |
| Participation rate | 94.1% | 75.6%+18.5pp | 82.1%+12.0pp | 68.1%+26.0pp |
| Annual return | 15.77% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $348 | $3,444-89.9% | $4,554-92.4% | $2,551-86.4% |
| Participant deferral / active EE | $3,057 | $6,519-53.1% | $7,897-61.3% | $4,139-26.1% |
| Admin fee / account holder | $243 | $8,390-97.1% | $13,129-98.1% | $7,234-96.6% |