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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 | $20,360 | $217,427-90.6% | $185,837-89.0% | $167,518-87.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.80% | 148.39%-131.6pp | 122.08%-105.3pp | 478.71%-461.9pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,531 | $6,357-44.4% | $5,568-36.6% | $6,342-44.3% |
| Admin fee / account holder | $90 | $19,816-99.5% | $16,241-99.4% | $12,312-99.3% |