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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 | $159,934-94.8% | $147,005-94.4% | $145,959-94.4% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.2%-0.9pp | 80.3%+1.0pp |
| Annual return | 47.49% | 98.24%-50.8pp | 418.76%-371.3pp | 561.95%-514.5pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,259 | $8,427-61.3% | $8,070-59.6% | $6,689-51.3% |
| Admin fee / account holder | $131 | $15,053-99.1% | $13,006-99.0% | $13,398-99.0% |