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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 | $6,493 | $217,432-97.0% | $185,851-96.5% | $167,553-96.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 180.54% | 148.43%+32.1pp | 122.11%+58.4pp | 478.89%-298.4pp |
| Employer contribution / active EE | $1,141 | $5,874-80.6% | $5,168-77.9% | $4,840-76.4% |
| Participant deferral / active EE | $3,811 | $6,357-40.1% | $5,569-31.6% | $6,343-39.9% |
| Admin fee / account holder | $30 | $19,820-99.8% | $16,245-99.8% | $12,316-99.8% |