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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 | $15,580 | $162,136-90.4% | $152,301-89.8% | $154,746-89.9% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 223.64% | 91.02%+132.6pp | 80.50%+143.1pp | 172.34%+51.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,619 | $8,341-44.6% | $8,004-42.3% | $6,730-31.4% |
| Admin fee / account holder | $62 | $15,759-99.6% | $14,398-99.6% | $14,365-99.6% |