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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 | $20,163 | $176,120-88.6% | $159,487-87.4% | $167,553-88.0% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 839.93% | 331.95%+508.0pp | 263.71%+576.2pp | 478.89%+361.0pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,296 | $7,752-44.6% | $7,354-41.6% | $6,343-32.3% |
| Admin fee / account holder | $38 | $12,561-99.7% | $10,804-99.6% | $12,316-99.7% |