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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 | $12,273 | $202,342-93.9% | $172,752-92.9% | $152,897-92.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 32.10% | 1029.83%-997.7pp | 802.97%-770.9pp | 345.43%-313.3pp |
| Employer contribution / active EE | $719 | $5,858-87.7% | $5,144-86.0% | $4,764-84.9% |
| Participant deferral / active EE | $3,716 | $5,948-37.5% | $5,198-28.5% | $5,851-36.5% |
| Admin fee / account holder | $213 | $17,111-98.8% | $13,955-98.5% | $11,599-98.2% |