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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 | $15,527 | $72,027-78.4% | $185,835-91.6% | $79,852-80.6% |
| Participation rate | 89.6% | 65.8%+23.8pp | 78.0%+11.5pp | 69.6%+19.9pp |
| Annual return | 893.53% | 23.13%+870.4pp | 35.96%+857.6pp | 31.72%+861.8pp |
| Employer contribution / active EE | $66 | $1,965-96.6% | $4,087-98.4% | $2,471-97.3% |
| Participant deferral / active EE | $2,333 | $3,780-38.3% | $5,633-58.6% | $3,740-37.6% |
| Admin fee / account holder | $173 | $4,513-96.2% | $9,502-98.2% | $5,306-96.7% |