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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 | $10,877 | $198,457-94.5% | $170,435-93.6% | $147,586-92.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.67% | 257.30%-236.6pp | 205.94%-185.3pp | 578.59%-557.9pp |
| Employer contribution / active EE | $614 | $6,183-90.1% | $5,432-88.7% | $4,876-87.4% |
| Participant deferral / active EE | $3,097 | $5,629-45.0% | $4,939-37.3% | $5,439-43.1% |
| Admin fee / account holder | $201 | $16,852-98.8% | $13,881-98.6% | $10,886-98.2% |