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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 | $16,625 | $184,000-91.0% | $162,185-89.7% | $152,909-89.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 19.25% | 150.80%-131.5pp | 115.61%-96.4pp | 345.46%-326.2pp |
| Employer contribution / active EE | $507 | $6,370-92.0% | $5,613-91.0% | $4,764-89.4% |
| Participant deferral / active EE | $3,417 | $8,033-57.5% | $7,297-53.2% | $5,851-41.6% |
| Admin fee / account holder | $125 | $13,124-99.0% | $10,844-98.8% | $11,601-98.9% |