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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 | $16,059 | $202,342-92.1% | $172,753-90.7% | $152,909-89.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.72% | 1029.88%-1008.2pp | 803.00%-781.3pp | 345.46%-323.7pp |
| Employer contribution / active EE | $762 | $5,857-87.0% | $5,144-85.2% | $4,764-84.0% |
| Participant deferral / active EE | $3,198 | $5,948-46.2% | $5,198-38.5% | $5,851-45.3% |
| Admin fee / account holder | $146 | $17,112-99.1% | $13,956-99.0% | $11,601-98.7% |