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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 | $14,206 | $184,000-92.3% | $162,185-91.2% | $152,909-90.7% |
| Participation rate | 79.2% | 88.5%-9.3pp | 87.6%-8.4pp | 82.5%-3.3pp |
| Annual return | 29.77% | 150.80%-121.0pp | 115.61%-85.8pp | 345.46%-315.7pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,252 | $8,033-59.5% | $7,297-55.4% | $5,851-44.4% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |