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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 | $16,046 | $209,422-92.3% | $178,503-91.0% | $158,982-89.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 28.21% | 188.81%-160.6pp | 151.12%-122.9pp | 302.99%-274.8pp |
| Employer contribution / active EE | $1,136 | $5,707-80.1% | $5,011-77.3% | $4,763-76.1% |
| Participant deferral / active EE | $6,933 | $5,955+16.4% | $5,202+33.3% | $5,983+15.9% |
| Admin fee / account holder | $198 | $17,079-98.8% | $13,987-98.6% | $11,252-98.2% |