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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 | $17,810 | $138,075-87.1% | $123,552-85.6% | $135,379-86.8% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -0.25% | 153.70%-153.9pp | 119.20%-119.5pp | 519.79%-520.0pp |
| Employer contribution / active EE | $642 | $5,152-87.5% | $4,628-86.1% | $4,779-86.6% |
| Participant deferral / active EE | $2,975 | $6,800-56.3% | $6,426-53.7% | $5,609-47.0% |
| Admin fee / account holder | $69 | $10,917-99.4% | $9,285-99.3% | $10,828-99.4% |