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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 | $10,820 | $209,425-94.8% | $178,499-93.9% | $158,966-93.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.84% | 188.80%-169.0pp | 151.10%-131.3pp | 302.95%-283.1pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,554 | $5,955-57.1% | $5,202-50.9% | $5,983-57.3% |
| Admin fee / account holder | $227 | $17,078-98.7% | $13,986-98.4% | $11,250-98.0% |