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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 | $17,065 | $198,457-91.4% | $170,435-90.0% | $147,586-88.4% |
| Participation rate | 95.7% | 88.0%+7.7pp | 83.6%+12.1pp | 82.8%+12.8pp |
| Annual return | 14.78% | 257.30%-242.5pp | 205.94%-191.2pp | 578.59%-563.8pp |
| Employer contribution / active EE | $870 | $6,183-85.9% | $5,432-84.0% | $4,876-82.2% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $200 | $16,852-98.8% | $13,881-98.6% | $10,886-98.2% |