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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 | $2,850 | $76,368-96.3% | $67,681-95.8% | $154,746-98.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 21.73% | 1066.77%-1045.0pp | 590.58%-568.9pp | 172.34%-150.6pp |
| Employer contribution / active EE | $257 | $3,151-91.8% | $2,678-90.4% | $4,379-94.1% |
| Participant deferral / active EE | $1,182 | $4,824-75.5% | $3,976-70.3% | $6,730-82.4% |
| Admin fee / account holder | $157 | $8,559-98.2% | $6,100-97.4% | $14,365-98.9% |