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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 | $18,686 | $209,422-91.1% | $178,503-89.5% | $158,982-88.2% |
| Participation rate | 94.7% | 86.4%+8.4pp | 81.9%+12.8pp | 82.0%+12.8pp |
| Annual return | 16.83% | 188.81%-172.0pp | 151.12%-134.3pp | 302.99%-286.2pp |
| Employer contribution / active EE | $993 | $5,707-82.6% | $5,011-80.2% | $4,763-79.1% |
| Participant deferral / active EE | $2,325 | $5,955-61.0% | $5,202-55.3% | $5,983-61.1% |
| Admin fee / account holder | $125 | $17,079-99.3% | $13,987-99.1% | $11,252-98.9% |