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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 | $106,864-85.3% | $147,318-89.3% | $82,637-81.0% |
| Participation rate | 94.1% | 75.5%+18.6pp | 82.1%+12.1pp | 68.1%+26.1pp |
| Annual return | 15.77% | 27.49%-11.7pp | 70.43%-54.7pp | 53.51%-37.7pp |
| Employer contribution / active EE | $348 | $3,417-89.8% | $4,593-92.4% | $2,552-86.4% |
| Participant deferral / active EE | $3,057 | $6,496-52.9% | $7,906-61.3% | $4,126-25.9% |
| Admin fee / account holder | $243 | $8,415-97.1% | $13,708-98.2% | $7,339-96.7% |