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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 | $5,610 | $202,342-97.2% | $172,752-96.8% | $152,897-96.3% |
| Participation rate | 95.5% | 87.1%+8.4pp | 82.6%+12.8pp | 82.5%+13.0pp |
| Annual return | 28.59% | 1029.83%-1001.2pp | 802.97%-774.4pp | 345.43%-316.8pp |
| Employer contribution / active EE | $1,089 | $5,858-81.4% | $5,144-78.8% | $4,764-77.1% |
| Participant deferral / active EE | $2,896 | $5,948-51.3% | $5,198-44.3% | $5,851-50.5% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |