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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 | $6,325 | $144,130-95.6% | $117,861-94.6% | $147,586-95.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 99.03% | 531.20%-432.2pp | 335.11%-236.1pp | 578.59%-479.6pp |
| Employer contribution / active EE | $568 | $4,897-88.4% | $3,786-85.0% | $4,876-88.3% |
| Participant deferral / active EE | $5,790 | $5,316+8.9% | $4,482+29.2% | $5,439+6.5% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |