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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 | $14,454 | $135,956-89.4% | $123,894-88.3% | $273,972-94.7% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 291.52% | 56.63%+234.9pp | 47.52%+244.0pp | 41.46%+250.1pp |
| Employer contribution / active EE | $269 | $5,170-94.8% | $4,617-94.2% | $4,869-94.5% |
| Participant deferral / active EE | $6,815 | $6,343+7.4% | $5,984+13.9% | $5,287+28.9% |
| Admin fee / account holder | $22 | $9,817-99.8% | $8,357-99.7% | $10,133-99.8% |