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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 | $33,546 | $125,797-73.3% | $170,057-80.3% | $75,177-55.4% |
| Participation rate | 92.3% | 83.6%+8.7pp | 87.0%+5.3pp | 67.2%+25.1pp |
| Annual return | 181.76% | 27.20%+154.6pp | 53.42%+128.3pp | 160.75%+21.0pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $16,620 | $6,838+143.1% | $10,411+59.6% | $4,126+302.8% |
| Admin fee / account holder | $64 | $8,177-99.2% | $12,826-99.5% | $5,651-98.9% |