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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 | $13,169 | $181,896-92.8% | $156,551-91.6% | $273,972-95.2% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 7.78% | 30.74%-23.0pp | 32.23%-24.4pp | 41.46%-33.7pp |
| Employer contribution / active EE | $966 | $6,248-84.5% | $5,501-82.4% | $4,869-80.2% |
| Participant deferral / active EE | $3,157 | $5,550-43.1% | $4,871-35.2% | $5,287-40.3% |
| Admin fee / account holder | $274 | $15,560-98.2% | $13,028-97.9% | $10,133-97.3% |