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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 | $25,486 | $135,905-81.2% | $126,068-79.8% | $198,609-87.2% |
| Participation rate | 75.0% | 85.6%-10.6pp | 84.7%-9.7pp | 82.4%-7.4pp |
| Annual return | 22.99% | 14.07%+8.9pp | 15.01%+8.0pp | 202.70%-179.7pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,045 | $8,523-5.6% | $8,214-2.1% | $6,977+15.3% |
| Admin fee / account holder | $181 | $21,036-99.1% | $18,264-99.0% | $19,030-99.0% |