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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 | $10,964 | $157,304-93.0% | $141,197-92.2% | $152,909-92.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 36.83% | 64.34%-27.5pp | 71.41%-34.6pp | 345.46%-308.6pp |
| Employer contribution / active EE | $770 | $5,263-85.4% | $4,736-83.7% | $4,764-83.8% |
| Participant deferral / active EE | $3,635 | $7,111-48.9% | $6,710-45.8% | $5,851-37.9% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |