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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 | $25,201 | $183,988-86.3% | $162,177-84.5% | $152,897-83.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 26.18% | 150.79%-124.6pp | 115.60%-89.4pp | 345.43%-319.3pp |
| Employer contribution / active EE | $951 | $6,370-85.1% | $5,613-83.1% | $4,764-80.0% |
| Participant deferral / active EE | $4,528 | $8,032-43.6% | $7,297-37.9% | $5,851-22.6% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |