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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 | $5,535 | $111,535-95.0% | $105,223-94.7% | $137,256-96.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 21.71% | 237.85%-216.1pp | 180.65%-158.9pp | 220.34%-198.6pp |
| Employer contribution / active EE | $131 | $3,939-96.7% | $3,689-96.5% | $4,156-96.9% |
| Participant deferral / active EE | $2,457 | $5,500-55.3% | $5,072-51.6% | $6,407-61.7% |
| Admin fee / account holder | $3 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |