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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 | $13,755 | $86,919-84.2% | $102,457-86.6% | $80,911-83.0% |
| Participation rate | 86.2% | 72.4%+13.8pp | 76.5%+9.7pp | 67.6%+18.6pp |
| Annual return | 11.52% | 18.90%-7.4pp | 29.41%-17.9pp | 35.63%-24.1pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,827 | $4,119-7.1% | $5,054-24.3% | $4,297-10.9% |
| Admin fee / account holder | $213 | $8,049-97.4% | $9,451-97.7% | $6,935-96.9% |