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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 | $16,335 | $217,432-92.5% | $185,849-91.2% | $167,536-90.2% |
| Participation rate | 91.7% | 86.1%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 36.75% | 148.42%-111.7pp | 122.10%-85.3pp | 478.82%-442.1pp |
| Employer contribution / active EE | $772 | $5,875-86.9% | $5,169-85.1% | $4,839-84.0% |
| Participant deferral / active EE | $4,610 | $6,357-27.5% | $5,569-17.2% | $6,342-27.3% |
| Admin fee / account holder | $39 | $19,818-99.8% | $16,244-99.8% | $12,315-99.7% |