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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 | $18,257 | $124,346-85.3% | $111,306-83.6% | $167,553-89.1% |
| Participation rate | 90.0% | 79.6%+10.4pp | 77.3%+12.7pp | 82.1%+7.9pp |
| Annual return | 13.12% | 37.46%-24.3pp | 54.67%-41.6pp | 478.89%-465.8pp |
| Employer contribution / active EE | $451 | $3,438-86.9% | $2,732-83.5% | $4,840-90.7% |
| Participant deferral / active EE | $2,487 | $5,182-52.0% | $4,488-44.6% | $6,343-60.8% |
| Admin fee / account holder | $97 | $10,623-99.1% | $7,966-98.8% | $12,316-99.2% |