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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 | $5,786 | $124,346-95.3% | $111,308-94.8% | $167,536-96.5% |
| Participation rate | 92.3% | 79.6%+12.7pp | 77.3%+15.0pp | 82.1%+10.2pp |
| Annual return | 0.00% | 37.45%-37.5pp | 54.67%-54.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $681 | $3,437-80.2% | $2,732-75.1% | $4,839-85.9% |
| Participant deferral / active EE | $4,833 | $5,182-6.7% | $4,487+7.7% | $6,342-23.8% |
| Admin fee / account holder | $2 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |