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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 | $16,604 | $150,447-89.0% | $136,298-87.8% | $147,586-88.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.45% | 1049.15%-1024.7pp | 5156.27%-5131.8pp | 578.59%-554.1pp |
| Employer contribution / active EE | $574 | $5,256-89.1% | $4,696-87.8% | $4,876-88.2% |
| Participant deferral / active EE | $10,581 | $6,631+59.6% | $6,247+69.4% | $5,439+94.6% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |