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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 | $22,349 | $197,603-88.7% | $177,827-87.4% | $158,950-85.9% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 29.36% | 58.76%-29.4pp | 48.32%-19.0pp | 302.91%-273.6pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,888 | $8,404-6.1% | $7,713+2.3% | $5,983+31.8% |
| Admin fee / account holder | $50 | $15,402-99.7% | $12,429-99.6% | $11,248-99.6% |