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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 | $15,556 | $199,109-92.2% | $173,730-91.0% | $154,746-89.9% |
| Participation rate | 85.0% | 82.8%+2.2pp | 79.6%+5.4pp | 80.7%+4.3pp |
| Annual return | 19.94% | 20.02%-0.1pp | 19.96%0pp | 172.34%-152.4pp |
| Employer contribution / active EE | $1,168 | $5,311-78.0% | $4,577-74.5% | $4,379-73.3% |
| Participant deferral / active EE | $2,893 | $7,113-59.3% | $6,326-54.3% | $6,730-57.0% |
| Admin fee / account holder | $218 | $20,916-99.0% | $17,523-98.8% | $14,365-98.5% |