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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 | $16,581 | $167,353-90.1% | $143,797-88.5% | $134,545-87.7% |
| Participation rate | 95.2% | 84.8%+10.4pp | 80.3%+14.9pp | 81.2%+14.0pp |
| Annual return | -19.12% | 0.48%-19.6pp | -0.04%-19.1pp | 418.37%-437.5pp |
| Employer contribution / active EE | $970 | $5,620-82.7% | $4,952-80.4% | $4,742-79.5% |
| Participant deferral / active EE | $6,649 | $6,447+3.1% | $5,638+17.9% | $6,401+3.9% |
| Admin fee / account holder | $295 | $18,096-98.4% | $14,679-98.0% | $11,431-97.4% |