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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 | $7,141 | $209,425-96.6% | $178,499-96.0% | $158,966-95.5% |
| Participation rate | 76.9% | 86.4%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | 36.94% | 188.80%-151.9pp | 151.10%-114.2pp | 302.95%-266.0pp |
| Employer contribution / active EE | $1,123 | $5,707-80.3% | $5,011-77.6% | $4,762-76.4% |
| Participant deferral / active EE | $2,919 | $5,955-51.0% | $5,202-43.9% | $5,983-51.2% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |