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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 | $20,010 | $77,472-74.2% | $100,392-80.1% | $80,935-75.3% |
| Participation rate | 77.5% | 76.9%+0.6pp | 81.5%-4.0pp | 67.7%+9.8pp |
| Annual return | 18.91% | 37.26%-18.4pp | 49.45%-30.5pp | 35.66%-16.8pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,938 | $6,818+16.4% | $8,090-1.9% | $4,299+84.6% |
| Admin fee / account holder | $93 | $5,885-98.4% | $7,904-98.8% | $6,924-98.7% |