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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 | $17,304 | $159,978-89.2% | $147,041-88.2% | $145,978-88.1% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 16.26% | 98.36%-82.1pp | 419.21%-403.0pp | 550.52%-534.3pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,705 | $8,429+3.3% | $8,071+7.9% | $6,690+30.1% |
| Admin fee / account holder | $81 | $15,053-99.5% | $13,006-99.4% | $13,400-99.4% |