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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 | $27,630 | $202,342-86.3% | $172,752-84.0% | $152,897-81.9% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 29.82% | 1029.83%-1000.0pp | 802.97%-773.1pp | 345.43%-315.6pp |
| Employer contribution / active EE | $286 | $5,858-95.1% | $5,144-94.4% | $4,764-94.0% |
| Participant deferral / active EE | $5,714 | $5,948-3.9% | $5,198+9.9% | $5,851-2.3% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |