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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 | $12,564 | $156,398-92.0% | $147,318-91.5% | $138,895-91.0% |
| Participation rate | 92.3% | 83.8%+8.6pp | 82.1%+10.2pp | 79.9%+12.4pp |
| Annual return | 21.79% | 78.75%-57.0pp | 70.43%-48.6pp | 145.39%-123.6pp |
| Employer contribution / active EE | $630 | $4,853-87.0% | $4,593-86.3% | $4,194-85.0% |
| Participant deferral / active EE | $4,852 | $8,237-41.1% | $7,906-38.6% | $6,396-24.1% |
| Admin fee / account holder | $68 | $14,976-99.5% | $13,708-99.5% | $12,562-99.5% |