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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 | $11,295 | $165,381-93.2% | $149,730-92.5% | $158,966-92.9% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 29.79% | 348.29%-318.5pp | 276.70%-246.9pp | 302.95%-273.2pp |
| Employer contribution / active EE | $203 | $5,104-96.0% | $4,645-95.6% | $4,762-95.7% |
| Participant deferral / active EE | $6,766 | $7,182-5.8% | $6,843-1.1% | $5,983+13.1% |
| Admin fee / account holder | $9 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |