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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 | $172,111-98.0% | $150,298-97.7% | $137,256-97.4% |
| Participation rate | 90.5% | 81.7%+8.8pp | 77.8%+12.7pp | 80.0%+10.5pp |
| Annual return | 31.75% | 69.37%-37.6pp | 62.79%-31.0pp | 220.34%-188.6pp |
| Employer contribution / active EE | $736 | $4,636-84.1% | $4,154-82.3% | $4,156-82.3% |
| Participant deferral / active EE | $2,061 | $6,166-66.6% | $5,453-62.2% | $6,407-67.8% |
| Admin fee / account holder | $185 | $16,471-98.9% | $14,116-98.7% | $12,270-98.5% |