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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 | $6,321 | $141,004-95.5% | $112,273-94.4% | $139,456-95.5% |
| Participation rate | 80.0% | 79.2%+0.8pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 29.68% | 32.75%-3.1pp | 30.23%-0.6pp | 373.45%-343.8pp |
| Employer contribution / active EE | $762 | $4,285-82.2% | $3,431-77.8% | $4,753-84.0% |
| Participant deferral / active EE | $1,556 | $5,878-73.5% | $4,800-67.6% | $6,711-76.8% |
| Admin fee / account holder | $19 | $9,959-99.8% | $7,752-99.8% | $11,407-99.8% |