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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 | $18,602 | $138,076-86.5% | $123,553-84.9% | $135,380-86.3% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -5.89% | 153.70%-159.6pp | 119.21%-125.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $796 | $5,152-84.6% | $4,628-82.8% | $4,779-83.4% |
| Participant deferral / active EE | $3,927 | $6,800-42.2% | $6,426-38.9% | $5,609-30.0% |
| Admin fee / account holder | $288 | $10,917-97.4% | $9,284-96.9% | $10,828-97.3% |