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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 | $11,862 | $154,209-92.3% | $130,062-90.9% | $139,487-91.5% |
| Participation rate | 72.7% | 82.0%-9.2pp | 78.5%-5.8pp | 80.3%-7.6pp |
| Annual return | 9.59% | 32.52%-22.9pp | -137.37%+147.0pp | 373.84%-364.3pp |
| Employer contribution / active EE | $655 | $5,292-87.6% | $4,322-84.8% | $4,755-86.2% |
| Participant deferral / active EE | $1,957 | $6,709-70.8% | $5,821-66.4% | $6,713-70.8% |
| Admin fee / account holder | $37 | $13,988-99.7% | $10,601-99.7% | $11,407-99.7% |