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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 | $10,327 | $171,867-94.0% | $149,716-93.1% | $147,585-93.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.49% | 2113.36%-2091.9pp | 1501.67%-1480.2pp | 578.58%-557.1pp |
| Employer contribution / active EE | $910 | $6,275-85.5% | $5,444-83.3% | $4,876-81.3% |
| Participant deferral / active EE | $2,800 | $7,270-61.5% | $6,568-57.4% | $5,439-48.5% |
| Admin fee / account holder | $67 | $13,799-99.5% | $11,282-99.4% | $10,886-99.4% |