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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 | $17,599 | $124,425-85.9% | $112,040-84.3% | $137,256-87.2% |
| Participation rate | 84.6% | 79.3%+5.3pp | 76.5%+8.1pp | 80.0%+4.7pp |
| Annual return | 18.51% | 24.72%-6.2pp | 24.52%-6.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $335 | $3,411-90.2% | $2,954-88.7% | $4,156-91.9% |
| Participant deferral / active EE | $3,352 | $5,718-41.4% | $5,098-34.3% | $6,407-47.7% |
| Admin fee / account holder | $283 | $15,207-98.1% | $12,098-97.7% | $12,270-97.7% |