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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 | $7,247 | $148,623-95.1% | $135,974-94.7% | $139,466-94.8% |
| Participation rate | 82.4% | 83.9%-1.5pp | 81.9%+0.4pp | 80.3%+2.0pp |
| Annual return | 1244.51% | 79.30%+1165.2pp | 68.30%+1176.2pp | 373.66%+870.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,140 | $8,103-48.9% | $7,760-46.6% | $6,712-38.3% |
| Admin fee / account holder | $42 | $12,406-99.7% | $10,767-99.6% | $11,409-99.6% |