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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 | $31,992 | $198,457-83.9% | $170,435-81.2% | $147,586-78.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.21% | 257.30%-243.1pp | 205.94%-191.7pp | 578.59%-564.4pp |
| Employer contribution / active EE | $1,015 | $6,183-83.6% | $5,432-81.3% | $4,876-79.2% |
| Participant deferral / active EE | $1,962 | $5,629-65.2% | $4,939-60.3% | $5,439-63.9% |
| Admin fee / account holder | $237 | $16,852-98.6% | $13,881-98.3% | $10,886-97.8% |