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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 | $9,857 | $183,592-94.6% | $155,574-93.7% | $145,877-93.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.39% | 61.37%-41.0pp | 64.87%-44.5pp | 551.28%-530.9pp |
| Employer contribution / active EE | $726 | $5,317-86.4% | $4,676-84.5% | $4,663-84.4% |
| Participant deferral / active EE | $4,581 | $6,466-29.1% | $5,629-18.6% | $6,691-31.5% |
| Admin fee / account holder | $53 | $19,316-99.7% | $15,914-99.7% | $13,402-99.6% |