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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 | $165,351-89.7% | $149,710-88.6% | $158,931-89.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 38.29% | 348.19%-309.9pp | 276.63%-238.3pp | 302.86%-264.6pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $9,534 | $7,181+32.8% | $6,842+39.3% | $5,982+59.4% |
| Admin fee / account holder | $152 | $10,807-98.6% | $9,309-98.4% | $11,247-98.6% |