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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 | $15,067 | $185,312-91.9% | $161,489-90.7% | $154,746-90.3% |
| Participation rate | 95.2% | 82.5%+12.8pp | 78.7%+16.5pp | 80.7%+14.5pp |
| Annual return | 14.41% | 103.84%-89.4pp | 89.72%-75.3pp | 172.34%-157.9pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,577 | $6,350-59.4% | $5,630-54.2% | $6,730-61.7% |
| Admin fee / account holder | $115 | $18,654-99.4% | $16,006-99.3% | $14,365-99.2% |