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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 | $10,492 | $105,158-90.0% | $94,672-88.9% | $139,487-92.5% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 22.84% | 38.11%-15.3pp | 156.89%-134.0pp | 373.84%-351.0pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,000 | $7,599-60.5% | $7,417-59.6% | $6,713-55.3% |
| Admin fee / account holder | $38 | $8,972-99.6% | $7,222-99.5% | $11,407-99.7% |