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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 | $4,745 | $209,422-97.7% | $178,503-97.3% | $158,982-97.0% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | 51.24% | 188.81%-137.6pp | 151.12%-99.9pp | 302.99%-251.8pp |
| Employer contribution / active EE | $349 | $5,707-93.9% | $5,011-93.0% | $4,763-92.7% |
| Participant deferral / active EE | $3,479 | $5,955-41.6% | $5,202-33.1% | $5,983-41.9% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |