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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 | $14,769 | $98,776-85.0% | $149,745-90.1% | $79,856-81.5% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.5%+10.9pp | 69.6%+23.7pp |
| Annual return | 200.30% | 27.38%+172.9pp | 276.72%-76.4pp | 31.71%+168.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,263 | $5,681-42.6% | $6,843-52.3% | $3,741-12.8% |
| Admin fee / account holder | $53 | $6,053-99.1% | $9,312-99.4% | $5,306-99.0% |