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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 | $4,876 | $197,637-97.5% | $177,848-97.3% | $158,982-96.9% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.7pp |
| Annual return | 296.22% | 58.77%+237.5pp | 48.33%+247.9pp | 302.99%-6.8pp |
| Employer contribution / active EE | $854 | $6,698-87.2% | $5,919-85.6% | $4,763-82.1% |
| Participant deferral / active EE | $3,341 | $8,405-60.3% | $7,714-56.7% | $5,983-44.2% |
| Admin fee / account holder | $18 | $15,406-99.9% | $12,431-99.9% | $11,252-99.8% |