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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 | $9,506 | $150,346-93.7% | $120,524-92.1% | $145,877-93.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.75% | 154.40%-136.7pp | 107.36%-89.6pp | 551.28%-533.5pp |
| Employer contribution / active EE | $830 | $4,353-80.9% | $3,469-76.1% | $4,663-82.2% |
| Participant deferral / active EE | $7,625 | $6,172+23.5% | $4,994+52.7% | $6,691+14.0% |
| Admin fee / account holder | $216 | $12,215-98.2% | $9,440-97.7% | $13,402-98.4% |