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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 | $16,996 | $165,399-89.7% | $149,745-88.7% | $158,982-89.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 38.29% | 348.34%-310.0pp | 276.72%-238.4pp | 302.99%-264.7pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,534 | $7,183+32.7% | $6,843+39.3% | $5,983+59.3% |
| Admin fee / account holder | $152 | $10,811-98.6% | $9,312-98.4% | $11,252-98.6% |