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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 | $15,612 | $160,028-90.2% | $147,080-89.4% | $145,884-89.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.65% | 98.60%-86.9pp | 420.17%-408.5pp | 551.85%-540.2pp |
| Employer contribution / active EE | $991 | $5,286-81.2% | $4,933-79.9% | $4,662-78.7% |
| Participant deferral / active EE | $5,177 | $8,422-38.5% | $8,066-35.8% | $6,690-22.6% |
| Admin fee / account holder | $84 | $15,030-99.4% | $12,989-99.4% | $13,392-99.4% |