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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 | $16,625 | $135,639-87.7% | $110,241-84.9% | $135,382-87.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.52% | 513.21%-512.7pp | 314.75%-314.2pp | 519.77%-519.3pp |
| Employer contribution / active EE | $922 | $4,907-81.2% | $3,827-75.9% | $4,779-80.7% |
| Participant deferral / active EE | $4,111 | $5,507-25.3% | $4,672-12.0% | $5,609-26.7% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,548-100.0% | $10,829-100.0% |