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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 | $9,373 | $53,837-82.6% | $75,714-87.6% | $85,847-89.1% |
| Participation rate | 80.6% | 69.1%+11.6pp | 74.8%+5.8pp | 69.3%+11.3pp |
| Annual return | 46.20% | 24.54%+21.7pp | 104.62%-58.4pp | 318.61%-272.4pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,043 | $2,895+5.1% | $3,820-20.4% | $3,952-23.0% |
| Admin fee / account holder | $36 | $3,339-98.9% | $3,619-99.0% | $6,261-99.4% |