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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 | $3,430 | $70,121-95.1% | $63,803-94.6% | $138,895-97.5% |
| Participation rate | 75.0% | 77.2%-2.2pp | 72.7%+2.3pp | 79.9%-4.9pp |
| Annual return | 21.49% | 946.48%-925.0pp | 543.72%-522.2pp | 145.39%-123.9pp |
| Employer contribution / active EE | $173 | $2,882-94.0% | $2,532-93.2% | $4,194-95.9% |
| Participant deferral / active EE | $856 | $4,535-81.1% | $3,843-77.7% | $6,396-86.6% |
| Admin fee / account holder | $182 | $6,738-97.3% | $5,196-96.5% | $12,562-98.5% |