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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 | $11,635 | $99,345-88.3% | $84,753-86.3% | $273,972-95.8% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 7.37% | 22.93%-15.6pp | 22.78%-15.4pp | 41.46%-34.1pp |
| Employer contribution / active EE | $94 | $4,214-97.8% | $3,574-97.4% | $4,869-98.1% |
| Participant deferral / active EE | $2,053 | $4,270-51.9% | $3,712-44.7% | $5,287-61.2% |
| Admin fee / account holder | $135 | $6,645-98.0% | $5,333-97.5% | $10,133-98.7% |