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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 | $22,660 | $86,298-73.7% | $111,308-79.6% | $85,847-73.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 34.42% | 19.99%+14.4pp | 54.67%-20.2pp | 318.61%-284.2pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,408 | $3,641+21.1% | $4,487-1.8% | $3,952+11.5% |
| Admin fee / account holder | $254 | $8,189-96.9% | $7,965-96.8% | $6,261-95.9% |