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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 | $3,870 | $52,353-92.6% | $120,225-96.8% | $82,448-95.3% |
| Participation rate | 81.7% | 58.3%+23.4pp | 69.6%+12.1pp | 68.1%+13.6pp |
| Annual return | 20.81% | 61.85%-41.0pp | 439.23%-418.4pp | 41.64%-20.8pp |
| Employer contribution / active EE | $32 | $1,510-97.9% | $3,475-99.1% | $2,551-98.8% |
| Participant deferral / active EE | $1,266 | $2,627-51.8% | $3,999-68.3% | $4,139-69.4% |
| Admin fee / account holder | $175 | $4,363-96.0% | $5,696-96.9% | $7,234-97.6% |