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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 | $15,934 | $217,427-92.7% | $185,837-91.4% | $167,518-90.5% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 10.84% | 148.39%-137.6pp | 122.08%-111.2pp | 478.71%-467.9pp |
| Employer contribution / active EE | $1,034 | $5,874-82.4% | $5,168-80.0% | $4,838-78.6% |
| Participant deferral / active EE | $3,039 | $6,357-52.2% | $5,568-45.4% | $6,342-52.1% |
| Admin fee / account holder | $135 | $19,816-99.3% | $16,241-99.2% | $12,312-98.9% |