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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 | $5,241 | $111,785-95.3% | $93,669-94.4% | $145,877-96.4% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 13.74% | 203.79%-190.0pp | 133.59%-119.9pp | 551.28%-537.5pp |
| Employer contribution / active EE | $547 | $3,096-82.3% | $2,424-77.4% | $4,663-88.3% |
| Participant deferral / active EE | $2,368 | $4,919-51.9% | $4,416-46.4% | $6,691-64.6% |
| Admin fee / account holder | $238 | $10,256-97.7% | $8,291-97.1% | $13,402-98.2% |