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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 | $13,175 | $198,461-93.4% | $170,436-92.3% | $147,585-91.1% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 18.24% | 257.30%-239.1pp | 205.94%-187.7pp | 578.57%-560.3pp |
| Employer contribution / active EE | $716 | $6,184-88.4% | $5,433-86.8% | $4,876-85.3% |
| Participant deferral / active EE | $6,441 | $5,629+14.4% | $4,939+30.4% | $5,439+18.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |