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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 | $15,179 | $202,342-92.5% | $172,753-91.2% | $152,909-90.1% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 24.52% | 1029.88%-1005.4pp | 803.00%-778.5pp | 345.46%-320.9pp |
| Employer contribution / active EE | $473 | $5,857-91.9% | $5,144-90.8% | $4,764-90.1% |
| Participant deferral / active EE | $4,321 | $5,948-27.4% | $5,198-16.9% | $5,851-26.2% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |