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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 | $4,062 | $209,425-98.1% | $178,499-97.7% | $158,966-97.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.50% | 188.80%-163.3pp | 151.10%-125.6pp | 302.95%-277.5pp |
| Employer contribution / active EE | $529 | $5,707-90.7% | $5,011-89.4% | $4,762-88.9% |
| Participant deferral / active EE | $2,877 | $5,955-51.7% | $5,202-44.7% | $5,983-51.9% |
| Admin fee / account holder | $86 | $17,078-99.5% | $13,986-99.4% | $11,250-99.2% |