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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 | $9,421 | $183,627-94.9% | $155,602-93.9% | $145,978-93.5% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 474.69% | 61.32%+413.4pp | 64.81%+409.9pp | 550.52%-75.8pp |
| Employer contribution / active EE | $984 | $5,316-81.5% | $4,675-79.0% | $4,662-78.9% |
| Participant deferral / active EE | $2,756 | $6,466-57.4% | $5,629-51.0% | $6,690-58.8% |
| Admin fee / account holder | $22 | $19,327-99.9% | $15,923-99.9% | $13,400-99.8% |