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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 | $19,767 | $157,296-87.4% | $141,191-86.0% | $152,897-87.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 30.14% | 64.34%-34.2pp | 71.41%-41.3pp | 345.43%-315.3pp |
| Employer contribution / active EE | $750 | $5,262-85.7% | $4,736-84.2% | $4,764-84.3% |
| Participant deferral / active EE | $6,754 | $7,111-5.0% | $6,710+0.7% | $5,851+15.4% |
| Admin fee / account holder | $244 | $12,125-98.0% | $10,264-97.6% | $11,599-97.9% |