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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 | $8,373 | $112,131-92.5% | $95,964-91.3% | $158,982-94.7% |
| Participation rate | 91.7% | 79.0%+12.7pp | 77.1%+14.6pp | 82.0%+9.7pp |
| Annual return | 174.00% | 171.19%+2.8pp | 91.64%+82.4pp | 302.99%-129.0pp |
| Employer contribution / active EE | $493 | $3,199-84.6% | $2,541-80.6% | $4,763-89.7% |
| Participant deferral / active EE | $3,344 | $4,784-30.1% | $4,167-19.7% | $5,983-44.1% |
| Admin fee / account holder | $16 | $10,136-99.8% | $6,797-99.8% | $11,252-99.9% |