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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 | $11,853 | $166,268-92.9% | $165,100-92.8% | $145,897-91.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.09% | 100.52%-84.4pp | 70.21%-54.1pp | 552.29%-536.2pp |
| Employer contribution / active EE | $217 | $5,284-95.9% | $4,348-95.0% | $4,663-95.3% |
| Participant deferral / active EE | $4,013 | $6,964-42.4% | $6,035-33.5% | $6,689-40.0% |
| Admin fee / account holder | $52 | $16,659-99.7% | $12,696-99.6% | $13,390-99.6% |