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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 | $7,892 | $165,351-95.2% | $149,710-94.7% | $158,931-95.0% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 33.89% | 348.19%-314.3pp | 276.63%-242.7pp | 302.86%-269.0pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,615 | $7,181-49.7% | $6,842-47.2% | $5,982-39.6% |
| Admin fee / account holder | $142 | $10,807-98.7% | $9,309-98.5% | $11,247-98.7% |