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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 | $176,071-88.5% | $159,450-87.4% | $167,497-88.0% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 839.93% | 331.79%+508.1pp | 263.60%+576.3pp | 478.62%+361.3pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,296 | $7,750-44.6% | $7,352-41.6% | $6,341-32.3% |
| Admin fee / account holder | $38 | $12,555-99.7% | $10,800-99.6% | $12,310-99.7% |