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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 | $14,385 | $183,516-92.2% | $155,534-90.8% | $145,884-90.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 25.71% | 61.43%-35.7pp | 64.92%-39.2pp | 551.85%-526.1pp |
| Employer contribution / active EE | $837 | $5,315-84.3% | $4,675-82.1% | $4,662-82.0% |
| Participant deferral / active EE | $2,737 | $6,467-57.7% | $5,630-51.4% | $6,690-59.1% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |