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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 | $19,821 | $209,422-90.5% | $178,503-88.9% | $158,982-87.5% |
| Participation rate | 76.5% | 86.4%-9.9pp | 81.9%-5.5pp | 82.0%-5.5pp |
| Annual return | 14.11% | 188.81%-174.7pp | 151.12%-137.0pp | 302.99%-288.9pp |
| Employer contribution / active EE | $865 | $5,707-84.8% | $5,011-82.7% | $4,763-81.8% |
| Participant deferral / active EE | $4,956 | $5,955-16.8% | $5,202-4.7% | $5,983-17.2% |
| Admin fee / account holder | $268 | $17,079-98.4% | $13,987-98.1% | $11,252-97.6% |