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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 | $2,738 | $202,440-98.6% | $169,390-98.4% | $139,466-98.0% |
| Participation rate | 83.3% | 81.1%+2.2pp | 77.2%+6.2pp | 80.3%+3.0pp |
| Annual return | 35.56% | 532.36%-496.8pp | 406.07%-370.5pp | 373.66%-338.1pp |
| Employer contribution / active EE | $337 | $4,693-92.8% | $4,013-91.6% | $4,754-92.9% |
| Participant deferral / active EE | $1,236 | $6,940-82.2% | $6,222-80.1% | $6,712-81.6% |
| Admin fee / account holder | $33 | $10,722-99.7% | $9,015-99.6% | $11,409-99.7% |