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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 | $18,992 | $176,120-89.2% | $159,487-88.1% | $167,553-88.7% |
| Participation rate | 72.7% | 85.0%-12.2pp | 82.8%-10.1pp | 82.1%-9.4pp |
| Annual return | 46.57% | 331.95%-285.4pp | 263.71%-217.1pp | 478.89%-432.3pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,159 | $7,752-46.3% | $7,354-43.4% | $6,343-34.4% |
| Admin fee / account holder | $217 | $12,561-98.3% | $10,804-98.0% | $12,316-98.2% |