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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 | $18,009 | $72,492-75.2% | $87,104-79.3% | $72,975-75.3% |
| Participation rate | 82.8% | 72.8%+10.0pp | 76.9%+5.9pp | 69.5%+13.3pp |
| Annual return | 21.04% | 24.46%-3.4pp | 28.19%-7.2pp | 81.01%-60.0pp |
| Employer contribution / active EE | $234 | $1,894-87.6% | $2,521-90.7% | $2,440-90.4% |
| Participant deferral / active EE | $1,646 | $3,270-49.7% | $4,048-59.4% | $3,608-54.4% |
| Admin fee / account holder | $284 | $5,055-94.4% | $7,491-96.2% | $5,124-94.5% |