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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 | $15,753 | $93,598-83.2% | $135,974-88.4% | $75,173-79.0% |
| Participation rate | 84.4% | 75.2%+9.2pp | 81.9%+2.5pp | 67.2%+17.2pp |
| Annual return | 208.72% | 30.89%+177.8pp | 68.30%+140.4pp | 160.72%+48.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,277 | $6,405+29.2% | $7,760+6.7% | $4,126+100.6% |
| Admin fee / account holder | $233 | $6,978-96.7% | $10,767-97.8% | $5,651-95.9% |