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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 | $13,421 | $134,817-90.0% | $123,973-89.2% | $155,188-91.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 11.72% | 515.49%-503.8pp | 388.13%-376.4pp | 148.84%-137.1pp |
| Employer contribution / active EE | $906 | $4,425-79.5% | $4,126-78.0% | $4,248-78.7% |
| Participant deferral / active EE | $3,148 | $5,706-44.8% | $5,247-40.0% | $6,531-51.8% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |