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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 | $17,162 | $157,296-89.1% | $141,191-87.8% | $152,897-88.8% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.5%+10.4pp |
| Annual return | 24.46% | 64.34%-39.9pp | 71.41%-46.9pp | 345.43%-321.0pp |
| Employer contribution / active EE | $848 | $5,262-83.9% | $4,736-82.1% | $4,764-82.2% |
| Participant deferral / active EE | $4,500 | $7,111-36.7% | $6,710-32.9% | $5,851-23.1% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |