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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 | $7,347 | $150,346-95.1% | $120,524-93.9% | $145,877-95.0% |
| Participation rate | 83.3% | 78.8%+4.5pp | 71.9%+11.4pp | 80.3%+3.0pp |
| Annual return | 14.40% | 154.40%-140.0pp | 107.36%-93.0pp | 551.28%-536.9pp |
| Employer contribution / active EE | $5 | $4,353-99.9% | $3,469-99.9% | $4,663-99.9% |
| Participant deferral / active EE | $2,467 | $6,172-60.0% | $4,994-50.6% | $6,691-63.1% |
| Admin fee / account holder | $30 | $12,215-99.8% | $9,440-99.7% | $13,402-99.8% |