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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 | $21,989 | $198,462-88.9% | $170,439-87.1% | $147,585-85.1% |
| Participation rate | 78.6% | 88.0%-9.4pp | 83.6%-5.0pp | 82.8%-4.3pp |
| Annual return | 31.52% | 257.30%-225.8pp | 205.94%-174.4pp | 578.58%-547.1pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,945 | $5,629+58.9% | $4,939+81.1% | $5,439+64.5% |
| Admin fee / account holder | $147 | $16,852-99.1% | $13,881-98.9% | $10,886-98.6% |