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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 | $16,758 | $202,342-91.7% | $172,753-90.3% | $152,909-89.0% |
| Participation rate | 78.6% | 87.1%-8.5pp | 82.6%-4.1pp | 82.5%-3.9pp |
| Annual return | 19.97% | 1029.88%-1009.9pp | 803.00%-783.0pp | 345.46%-325.5pp |
| Employer contribution / active EE | $489 | $5,857-91.7% | $5,144-90.5% | $4,764-89.7% |
| Participant deferral / active EE | $2,688 | $5,948-54.8% | $5,198-48.3% | $5,851-54.1% |
| Admin fee / account holder | $96 | $17,112-99.4% | $13,956-99.3% | $11,601-99.2% |