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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 | $14,974 | $183,516-91.8% | $155,534-90.4% | $145,884-89.7% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 14.40% | 61.43%-47.0pp | 64.92%-50.5pp | 551.85%-537.4pp |
| Employer contribution / active EE | $1,010 | $5,315-81.0% | $4,675-78.4% | $4,662-78.3% |
| Participant deferral / active EE | $2,119 | $6,467-67.2% | $5,630-62.4% | $6,690-68.3% |
| Admin fee / account holder | $58 | $19,293-99.7% | $15,900-99.6% | $13,392-99.6% |