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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 | $77,492-74.2% | $100,398-80.1% | $80,911-75.3% |
| Participation rate | 77.5% | 76.9%+0.6pp | 81.5%-4.0pp | 67.6%+9.9pp |
| Annual return | 18.91% | 37.23%-18.3pp | 49.32%-30.4pp | 35.63%-16.7pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,938 | $6,817+16.4% | $8,084-1.8% | $4,297+84.7% |
| Admin fee / account holder | $93 | $5,892-98.4% | $7,893-98.8% | $6,935-98.7% |