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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 | $17,431 | $138,076-87.4% | $123,553-85.9% | $135,380-87.1% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | -8.71% | 153.70%-162.4pp | 119.21%-127.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $770 | $5,152-85.1% | $4,628-83.4% | $4,779-83.9% |
| Participant deferral / active EE | $5,984 | $6,800-12.0% | $6,426-6.9% | $5,609+6.7% |
| Admin fee / account holder | $30 | $10,917-99.7% | $9,284-99.7% | $10,828-99.7% |