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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 | $7,346 | $148,623-95.1% | $135,974-94.6% | $139,466-94.7% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 42.42% | 79.30%-36.9pp | 68.30%-25.9pp | 373.66%-331.2pp |
| Employer contribution / active EE | $531 | $5,246-89.9% | $4,859-89.1% | $4,754-88.8% |
| Participant deferral / active EE | $3,676 | $8,103-54.6% | $7,760-52.6% | $6,712-45.2% |
| Admin fee / account holder | $88 | $12,406-99.3% | $10,767-99.2% | $11,409-99.2% |