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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 | $14,276 | $160,040-91.1% | $147,096-90.3% | $145,877-90.2% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 12.88% | 98.49%-85.6pp | 419.75%-406.9pp | 551.28%-538.4pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,189 | $8,429-38.4% | $8,071-35.7% | $6,691-22.4% |
| Admin fee / account holder | $139 | $15,050-99.1% | $13,005-98.9% | $13,402-99.0% |