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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 | $4,569 | $185,312-97.5% | $161,489-97.2% | $154,746-97.0% |
| Participation rate | 82.6% | 82.5%+0.1pp | 78.7%+3.9pp | 80.7%+1.9pp |
| Annual return | 20.27% | 103.84%-83.6pp | 89.72%-69.4pp | 172.34%-152.1pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,580 | $6,350-43.6% | $5,630-36.4% | $6,730-46.8% |
| Admin fee / account holder | $60 | $18,654-99.7% | $16,006-99.6% | $14,365-99.6% |