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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 | $6,205 | $209,428-97.0% | $178,498-96.5% | $158,950-96.1% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 345.43% | 188.78%+156.6pp | 151.09%+194.3pp | 302.91%+42.5pp |
| Employer contribution / active EE | $918 | $5,707-83.9% | $5,011-81.7% | $4,762-80.7% |
| Participant deferral / active EE | $2,852 | $5,955-52.1% | $5,202-45.2% | $5,983-52.3% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |