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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 | $6,497 | $168,635-96.1% | $147,617-95.6% | $125,389-94.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.61% | 77.65%-77.0pp | 61.98%-61.4pp | 282.24%-281.6pp |
| Employer contribution / active EE | $410 | $6,252-93.4% | $5,564-92.6% | $4,866-91.6% |
| Participant deferral / active EE | $3,045 | $5,507-44.7% | $4,895-37.8% | $5,352-43.1% |
| Admin fee / account holder | $9 | $13,580-99.9% | $11,612-99.9% | $9,541-99.9% |