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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 | $1,970 | $65,555-97.0% | $86,216-97.7% | $75,173-97.4% |
| Participation rate | 81.3% | 60.5%+20.8pp | 69.0%+12.3pp | 67.2%+14.0pp |
| Annual return | 55.11% | 46.07%+9.0pp | 1169.42%-1114.3pp | 160.72%-105.6pp |
| Employer contribution / active EE | $322 | $1,553-79.3% | $2,382-86.5% | $2,671-88.0% |
| Participant deferral / active EE | $1,365 | $3,023-54.8% | $3,986-65.7% | $4,126-66.9% |
| Admin fee / account holder | $256 | $5,469-95.3% | $6,853-96.3% | $5,651-95.5% |