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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 | $18,460 | $209,428-91.2% | $178,498-89.7% | $158,950-88.4% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 17.76% | 188.78%-171.0pp | 151.09%-133.3pp | 302.91%-285.2pp |
| Employer contribution / active EE | $1,035 | $5,707-81.9% | $5,011-79.3% | $4,762-78.3% |
| Participant deferral / active EE | $6,315 | $5,955+6.0% | $5,202+21.4% | $5,983+5.6% |
| Admin fee / account holder | $28 | $17,077-99.8% | $13,985-99.8% | $11,248-99.8% |