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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 | $7,320 | $183,627-96.0% | $155,602-95.3% | $145,978-95.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 23.16% | 61.32%-38.2pp | 64.81%-41.7pp | 550.52%-527.4pp |
| Employer contribution / active EE | $923 | $5,316-82.6% | $4,675-80.3% | $4,662-80.2% |
| Participant deferral / active EE | $3,039 | $6,466-53.0% | $5,629-46.0% | $6,690-54.6% |
| Admin fee / account holder | $163 | $19,327-99.2% | $15,923-99.0% | $13,400-98.8% |