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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 | $4,917 | $97,732-95.0% | $83,831-94.1% | $135,380-96.4% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $606 | $4,222-85.7% | $3,631-83.3% | $4,779-87.3% |
| Participant deferral / active EE | $3,331 | $4,683-28.9% | $4,082-18.4% | $5,609-40.6% |
| Admin fee / account holder | $11 | $6,675-99.8% | $5,479-99.8% | $10,828-99.9% |