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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 | $4,990 | $148,629-96.6% | $135,982-96.3% | $139,487-96.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 194.26% | 79.33%+114.9pp | 68.32%+125.9pp | 373.84%-179.6pp |
| Employer contribution / active EE | $904 | $5,247-82.8% | $4,859-81.4% | $4,755-81.0% |
| Participant deferral / active EE | $4,107 | $8,102-49.3% | $7,760-47.1% | $6,713-38.8% |
| Admin fee / account holder | $155 | $12,406-98.7% | $10,767-98.6% | $11,407-98.6% |