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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 | $17,005 | $165,399-89.7% | $149,745-88.6% | $158,982-89.3% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 19.83% | 348.34%-328.5pp | 276.72%-256.9pp | 302.99%-283.2pp |
| Employer contribution / active EE | $613 | $5,105-88.0% | $4,646-86.8% | $4,763-87.1% |
| Participant deferral / active EE | $2,692 | $7,183-62.5% | $6,843-60.7% | $5,983-55.0% |
| Admin fee / account holder | $11 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |