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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 | $21,712 | $150,447-85.6% | $136,298-84.1% | $147,586-85.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.32% | 1049.15%-1026.8pp | 5156.27%-5134.0pp | 578.59%-556.3pp |
| Employer contribution / active EE | $749 | $5,256-85.8% | $4,696-84.1% | $4,876-84.7% |
| Participant deferral / active EE | $3,356 | $6,631-49.4% | $6,247-46.3% | $5,439-38.3% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |