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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 | $9,512 | $162,136-94.1% | $152,301-93.8% | $154,746-93.9% |
| Participation rate | 95.5% | 84.1%+11.3pp | 82.4%+13.0pp | 80.7%+14.8pp |
| Annual return | 16.42% | 91.02%-74.6pp | 80.50%-64.1pp | 172.34%-155.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,951 | $8,341-52.6% | $8,004-50.6% | $6,730-41.3% |
| Admin fee / account holder | $210 | $15,759-98.7% | $14,398-98.5% | $14,365-98.5% |