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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 | $18,606 | $150,445-87.6% | $136,297-86.3% | $147,585-87.4% |
| Participation rate | 87.0% | 84.4%+2.5pp | 81.9%+5.0pp | 82.8%+4.1pp |
| Annual return | 17.86% | 1049.14%-1031.3pp | 5156.16%-5138.3pp | 578.57%-560.7pp |
| Employer contribution / active EE | $278 | $5,256-94.7% | $4,696-94.1% | $4,876-94.3% |
| Participant deferral / active EE | $3,027 | $6,631-54.3% | $6,247-51.5% | $5,439-44.3% |
| Admin fee / account holder | $15 | $10,906-99.9% | $9,244-99.8% | $10,885-99.9% |