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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 | $10,291 | $124,425-91.7% | $112,040-90.8% | $137,256-92.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.03% | 24.72%-4.7pp | 24.52%-4.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $746 | $3,411-78.1% | $2,954-74.7% | $4,156-82.1% |
| Participant deferral / active EE | $5,123 | $5,718-10.4% | $5,098+0.5% | $6,407-20.0% |
| Admin fee / account holder | $72 | $15,207-99.5% | $12,098-99.4% | $12,270-99.4% |