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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 | $7,248 | $100,938-92.8% | $90,461-92.0% | $158,982-95.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.46% | 1727.20%-1714.7pp | 1294.76%-1282.3pp | 302.99%-290.5pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,180 | $4,350-3.9% | $3,964+5.4% | $5,983-30.1% |
| Admin fee / account holder | $134 | $6,510-97.9% | $5,617-97.6% | $11,252-98.8% |