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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 | $28,857 | $202,342-85.7% | $172,753-83.3% | $152,909-81.1% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 26.77% | 1029.88%-1003.1pp | 803.00%-776.2pp | 345.46%-318.7pp |
| Employer contribution / active EE | $1,206 | $5,857-79.4% | $5,144-76.6% | $4,764-74.7% |
| Participant deferral / active EE | $4,191 | $5,948-29.5% | $5,198-19.4% | $5,851-28.4% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |