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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 | $21,330 | $198,457-89.3% | $170,435-87.5% | $147,586-85.5% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 18.75% | 257.30%-238.6pp | 205.94%-187.2pp | 578.59%-559.8pp |
| Employer contribution / active EE | $878 | $6,183-85.8% | $5,432-83.8% | $4,876-82.0% |
| Participant deferral / active EE | $2,975 | $5,629-47.2% | $4,939-39.8% | $5,439-45.3% |
| Admin fee / account holder | $113 | $16,852-99.3% | $13,881-99.2% | $10,886-99.0% |