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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 | $13,825 | $183,516-92.5% | $155,534-91.1% | $145,884-90.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.10% | 61.43%-50.3pp | 64.92%-53.8pp | 551.85%-540.7pp |
| Employer contribution / active EE | $966 | $5,315-81.8% | $4,675-79.3% | $4,662-79.3% |
| Participant deferral / active EE | $2,101 | $6,467-67.5% | $5,630-62.7% | $6,690-68.6% |
| Admin fee / account holder | $192 | $19,293-99.0% | $15,900-98.8% | $13,392-98.6% |