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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 | $21,108 | $209,422-89.9% | $178,503-88.2% | $158,982-86.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.60% | 188.81%-168.2pp | 151.12%-130.5pp | 302.99%-282.4pp |
| Employer contribution / active EE | $1,015 | $5,707-82.2% | $5,011-79.7% | $4,763-78.7% |
| Participant deferral / active EE | $4,719 | $5,955-20.8% | $5,202-9.3% | $5,983-21.1% |
| Admin fee / account holder | $2 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |