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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 | $8,420 | $183,539-95.4% | $155,556-94.6% | $145,897-94.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 11.76% | 61.31%-49.5pp | 64.84%-53.1pp | 552.29%-540.5pp |
| Employer contribution / active EE | $3 | $5,315-100.0% | $4,675-99.9% | $4,663-99.9% |
| Participant deferral / active EE | $3,645 | $6,467-43.6% | $5,631-35.3% | $6,689-45.5% |
| Admin fee / account holder | $243 | $19,275-98.7% | $15,885-98.5% | $13,390-98.2% |