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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 | $4,034 | $114,119-96.5% | $107,187-96.2% | $138,895-97.1% |
| Participation rate | 71.4% | 78.1%-6.6pp | 75.0%-3.6pp | 79.9%-8.5pp |
| Annual return | 20.40% | 273.21%-252.8pp | 204.55%-184.1pp | 145.39%-125.0pp |
| Employer contribution / active EE | $157 | $4,059-96.1% | $3,782-95.8% | $4,194-96.3% |
| Participant deferral / active EE | $1,864 | $5,538-66.3% | $5,096-63.4% | $6,396-70.9% |
| Admin fee / account holder | $74 | $10,024-99.3% | $9,162-99.2% | $12,562-99.4% |