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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 | $6,216 | $106,005-94.1% | $92,239-93.3% | $147,585-95.8% |
| Participation rate | 70.0% | 80.4%-10.4pp | 76.5%-6.5pp | 82.8%-12.8pp |
| Annual return | 40.80% | 50.05%-9.3pp | 176.29%-135.5pp | 578.58%-537.8pp |
| Employer contribution / active EE | $527 | $4,333-87.8% | $3,680-85.7% | $4,876-89.2% |
| Participant deferral / active EE | $3,509 | $4,478-21.7% | $3,897-10.0% | $5,439-35.5% |
| Admin fee / account holder | $47 | $6,333-99.3% | $5,194-99.1% | $10,886-99.6% |