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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 | $31,632 | $171,492-81.6% | $150,734-79.0% | $198,609-84.1% |
| Participation rate | 92.9% | 81.4%+11.4pp | 78.4%+14.4pp | 82.4%+10.5pp |
| Annual return | 21.32% | 804.70%-783.4pp | 600.81%-579.5pp | 202.70%-181.4pp |
| Employer contribution / active EE | $1,362 | $5,470-75.1% | $4,918-72.3% | $5,055-73.1% |
| Participant deferral / active EE | $3,868 | $6,259-38.2% | $5,610-31.0% | $6,977-44.6% |
| Admin fee / account holder | $15 | $17,628-99.9% | $14,905-99.9% | $19,030-99.9% |