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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 | $14,878 | $154,228-90.4% | $145,433-89.8% | $137,256-89.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 29.92% | 74.59%-44.7pp | 66.58%-36.7pp | 220.34%-190.4pp |
| Employer contribution / active EE | $256 | $4,804-94.7% | $4,554-94.4% | $4,156-93.8% |
| Participant deferral / active EE | $5,663 | $8,216-31.1% | $7,897-28.3% | $6,407-11.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |