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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 | $7,377 | $145,884-94.9% | $62,029-88.1% | $145,884-94.9% |
| Participation rate | 83.3% | 80.3%+3.0pp | 69.8%+13.5pp | 80.3%+3.0pp |
| Annual return | 9.41% | 551.85%-542.4pp | 14.86%-5.5pp | 551.85%-542.4pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $2,723-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,447 | $6,690-63.4% | $5,346-54.2% | $6,690-63.4% |
| Admin fee / account holder | $107 | $13,392-99.2% | $3,975-97.3% | $13,392-99.2% |