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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 | $6,968 | $135,639-94.9% | $110,241-93.7% | $135,382-94.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 513.21%-513.2pp | 314.75%-314.7pp | 519.77%-519.8pp |
| Employer contribution / active EE | $612 | $4,907-87.5% | $3,827-84.0% | $4,779-87.2% |
| Participant deferral / active EE | $6,609 | $5,507+20.0% | $4,672+41.4% | $5,609+17.8% |
| Admin fee / account holder | $4 | $11,457-100.0% | $8,548-100.0% | $10,829-100.0% |