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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 | $11,639 | $209,336-94.4% | $197,124-94.1% | $137,256-91.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 25.98% | 48.09%-22.1pp | 44.34%-18.4pp | 220.34%-194.4pp |
| Employer contribution / active EE | $990 | $6,591-85.0% | $6,227-84.1% | $4,156-76.2% |
| Participant deferral / active EE | $7,483 | $9,614-22.2% | $9,135-18.1% | $6,407+16.8% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |