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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 | $3,198 | $109,908-97.1% | $97,161-96.7% | $145,978-97.8% |
| Participation rate | 88.2% | 75.9%+12.3pp | 72.7%+15.5pp | 80.3%+7.9pp |
| Annual return | 12.32% | 243.80%-231.5pp | 75.36%-63.0pp | 550.52%-538.2pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,946 | $4,679-58.4% | $4,265-54.4% | $6,690-70.9% |
| Admin fee / account holder | $99 | $6,213-98.4% | $5,647-98.2% | $13,400-99.3% |