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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 | $18,035 | $166,089-89.1% | $164,928-89.1% | $145,978-87.6% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.6pp |
| Annual return | 15.62% | 100.26%-84.6pp | 70.08%-54.5pp | 550.52%-534.9pp |
| Employer contribution / active EE | $1,012 | $5,276-80.8% | $4,343-76.7% | $4,662-78.3% |
| Participant deferral / active EE | $4,505 | $6,961-35.3% | $6,034-25.3% | $6,690-32.7% |
| Admin fee / account holder | $41 | $16,641-99.8% | $12,684-99.7% | $13,400-99.7% |