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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 | $167,415-89.5% | $140,514-87.5% | $198,609-91.1% |
| Participation rate | 84.6% | 80.9%+3.7pp | 77.8%+6.8pp | 82.4%+2.2pp |
| Annual return | 18.51% | 13.85%+4.7pp | 14.36%+4.2pp | 202.70%-184.2pp |
| Employer contribution / active EE | $335 | $4,088-91.8% | $3,378-90.1% | $5,055-93.4% |
| Participant deferral / active EE | $3,352 | $5,579-39.9% | $4,919-31.9% | $6,977-52.0% |
| Admin fee / account holder | $283 | $16,730-98.3% | $13,697-97.9% | $19,030-98.5% |