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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 | $2,304 | $52,450-95.6% | $129,339-98.2% | $74,400-96.9% |
| Participation rate | 73.7% | 53.8%+19.8pp | 69.6%+4.0pp | 67.2%+6.5pp |
| Annual return | 37.39% | 15.65%+21.7pp | 9437.05%-9399.7pp | 1367.51%-1330.1pp |
| Employer contribution / active EE | $316 | $1,532-79.4% | $4,154-92.4% | $2,624-88.0% |
| Participant deferral / active EE | $1,226 | $2,797-56.2% | $4,170-70.6% | $4,348-71.8% |
| Admin fee / account holder | $32 | $2,636-98.8% | $7,668-99.6% | $1,944-98.4% |