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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 | $4,973 | $209,428-97.6% | $178,498-97.2% | $158,950-96.9% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 0.00% | 188.78%-188.8pp | 151.09%-151.1pp | 302.91%-302.9pp |
| Employer contribution / active EE | $950 | $5,707-83.3% | $5,011-81.0% | $4,762-80.0% |
| Participant deferral / active EE | $2,792 | $5,955-53.1% | $5,202-46.3% | $5,983-53.3% |
| Admin fee / account holder | $9 | $17,077-99.9% | $13,985-99.9% | $11,248-99.9% |