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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 | $3,800 | $68,398-94.4% | $94,664-96.0% | $75,173-94.9% |
| Participation rate | 94.9% | 76.1%+18.8pp | 80.8%+14.0pp | 67.2%+27.7pp |
| Annual return | 43.19% | 616.72%-573.5pp | 156.84%-113.7pp | 160.72%-117.5pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,505 | $6,537-46.4% | $7,417-52.7% | $4,126-15.0% |
| Admin fee / account holder | $71 | $5,324-98.7% | $7,222-99.0% | $5,651-98.7% |