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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 | $4,916 | $162,812-97.0% | $133,971-96.3% | $158,966-96.9% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 51.17% | 41.94%+9.2pp | 45.09%+6.1pp | 302.95%-251.8pp |
| Employer contribution / active EE | $480 | $4,976-90.4% | $3,919-87.8% | $4,762-89.9% |
| Participant deferral / active EE | $2,803 | $5,910-52.6% | $5,047-44.5% | $5,983-53.2% |
| Admin fee / account holder | $14 | $11,741-99.9% | $8,929-99.8% | $11,250-99.9% |