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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 | $12,545 | $171,867-92.7% | $149,721-91.6% | $147,586-91.5% |
| Participation rate | 95.0% | 88.2%+6.8pp | 87.1%+7.9pp | 82.8%+12.2pp |
| Annual return | 26.84% | 2113.36%-2086.5pp | 1501.67%-1474.8pp | 578.59%-551.8pp |
| Employer contribution / active EE | $1,270 | $6,275-79.8% | $5,444-76.7% | $4,876-74.0% |
| Participant deferral / active EE | $3,275 | $7,270-54.9% | $6,568-50.1% | $5,439-39.8% |
| Admin fee / account holder | $43 | $13,799-99.7% | $11,282-99.6% | $10,886-99.6% |