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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 | $17,114 | $212,386-91.9% | $199,883-91.4% | $138,895-87.7% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.8%-1.1pp | 79.9%+5.8pp |
| Annual return | 25.36% | 47.75%-22.4pp | 43.81%-18.5pp | 145.39%-120.0pp |
| Employer contribution / active EE | $1,188 | $6,625-82.1% | $6,261-81.0% | $4,194-71.7% |
| Participant deferral / active EE | $4,558 | $9,617-52.6% | $9,138-50.1% | $6,396-28.7% |
| Admin fee / account holder | $238 | $18,233-98.7% | $17,268-98.6% | $12,562-98.1% |