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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 | $12,110 | $202,342-94.0% | $172,753-93.0% | $152,909-92.1% |
| Participation rate | 85.0% | 87.1%-2.1pp | 82.6%+2.4pp | 82.5%+2.5pp |
| Annual return | 26.75% | 1029.88%-1003.1pp | 803.00%-776.2pp | 345.46%-318.7pp |
| Employer contribution / active EE | $902 | $5,857-84.6% | $5,144-82.5% | $4,764-81.1% |
| Participant deferral / active EE | $4,416 | $5,948-25.8% | $5,198-15.0% | $5,851-24.5% |
| Admin fee / account holder | $159 | $17,112-99.1% | $13,956-98.9% | $11,601-98.6% |