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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 | $16,542 | $165,399-90.0% | $149,745-89.0% | $158,982-89.6% |
| Participation rate | 84.2% | 84.6%-0.4pp | 82.5%+1.7pp | 82.0%+2.2pp |
| Annual return | 52.80% | 348.34%-295.5pp | 276.72%-223.9pp | 302.99%-250.2pp |
| Employer contribution / active EE | $416 | $5,105-91.8% | $4,646-91.0% | $4,763-91.3% |
| Participant deferral / active EE | $9,683 | $7,183+34.8% | $6,843+41.5% | $5,983+61.8% |
| Admin fee / account holder | $28 | $10,811-99.7% | $9,312-99.7% | $11,252-99.7% |