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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 | $3,502 | $174,379-98.0% | $152,093-97.7% | $138,895-97.5% |
| Participation rate | 90.5% | 81.6%+8.8pp | 77.8%+12.7pp | 79.9%+10.6pp |
| Annual return | 31.75% | 74.86%-43.1pp | 66.36%-34.6pp | 145.39%-113.6pp |
| Employer contribution / active EE | $736 | $4,652-84.2% | $4,175-82.4% | $4,194-82.5% |
| Participant deferral / active EE | $2,061 | $6,159-66.5% | $5,451-62.2% | $6,396-67.8% |
| Admin fee / account holder | $185 | $16,880-98.9% | $14,497-98.7% | $12,562-98.5% |