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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 | $12,820 | $112,121-88.6% | $95,960-86.6% | $158,966-91.9% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 43.88% | 171.16%-127.3pp | 91.63%-47.8pp | 302.95%-259.1pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,251 | $4,784+51.6% | $4,167+74.0% | $5,983+21.2% |
| Admin fee / account holder | $41 | $10,135-99.6% | $6,797-99.4% | $11,250-99.6% |