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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 | $18,978 | $167,522-88.7% | $151,639-87.5% | $134,532-85.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.97% | 7.81%-28.8pp | 3.34%-24.3pp | 418.27%-439.2pp |
| Employer contribution / active EE | $54 | $6,828-99.2% | $6,165-99.1% | $4,741-98.9% |
| Participant deferral / active EE | $12,000 | $8,986+33.5% | $8,363+43.5% | $6,401+87.5% |
| Admin fee / account holder | $60 | $13,780-99.6% | $11,613-99.5% | $11,429-99.5% |