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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 | $5,509 | $172,111-96.8% | $150,298-96.3% | $137,256-96.0% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 32.89% | 69.37%-36.5pp | 62.79%-29.9pp | 220.34%-187.5pp |
| Employer contribution / active EE | $36 | $4,636-99.2% | $4,154-99.1% | $4,156-99.1% |
| Participant deferral / active EE | $2,070 | $6,166-66.4% | $5,453-62.0% | $6,407-67.7% |
| Admin fee / account holder | $31 | $16,471-99.8% | $14,116-99.8% | $12,270-99.7% |