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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 | $8,243 | $160,040-94.8% | $147,096-94.4% | $145,877-94.3% |
| Participation rate | 81.3% | 84.0%-2.8pp | 82.2%-0.9pp | 80.3%+0.9pp |
| Annual return | 47.49% | 98.49%-51.0pp | 419.75%-372.3pp | 551.28%-503.8pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,259 | $8,429-61.3% | $8,071-59.6% | $6,691-51.3% |
| Admin fee / account holder | $131 | $15,050-99.1% | $13,005-99.0% | $13,402-99.0% |