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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 | $9,384 | $150,447-93.8% | $136,298-93.1% | $147,586-93.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.43% | 1049.15%-1034.7pp | 5156.27%-5141.8pp | 578.59%-564.2pp |
| Employer contribution / active EE | $226 | $5,256-95.7% | $4,696-95.2% | $4,876-95.4% |
| Participant deferral / active EE | $2,333 | $6,631-64.8% | $6,247-62.6% | $5,439-57.1% |
| Admin fee / account holder | $108 | $10,906-99.0% | $9,244-98.8% | $10,886-99.0% |