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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 | $13,825 | $105,210-86.9% | $159,487-91.3% | $85,851-83.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 75.56% | 45.08%+30.5pp | 263.71%-188.1pp | 318.63%-243.1pp |
| Employer contribution / active EE | $256 | $3,319-92.3% | $4,831-94.7% | $2,565-90.0% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $253 | $6,934-96.4% | $10,804-97.7% | $6,261-96.0% |