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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 | $16,238 | $209,425-92.2% | $178,499-90.9% | $158,966-89.8% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 17.25% | 188.80%-171.5pp | 151.10%-133.9pp | 302.95%-285.7pp |
| Employer contribution / active EE | $1,049 | $5,707-81.6% | $5,011-79.1% | $4,762-78.0% |
| Participant deferral / active EE | $3,774 | $5,955-36.6% | $5,202-27.4% | $5,983-36.9% |
| Admin fee / account holder | $90 | $17,078-99.5% | $13,986-99.4% | $11,250-99.2% |