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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 | $13,220 | $77,472-82.9% | $100,415-86.8% | $80,959-83.7% |
| Participation rate | 86.4% | 76.9%+9.5pp | 81.5%+4.9pp | 67.7%+18.8pp |
| Annual return | 17.79% | 37.26%-19.5pp | 49.47%-31.7pp | 35.67%-17.9pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,117 | $6,818+4.4% | $8,091-12.0% | $4,300+65.5% |
| Admin fee / account holder | $298 | $5,885-94.9% | $7,906-96.2% | $6,925-95.7% |