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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 | $4,436 | $180,459-97.5% | $154,108-97.1% | $135,380-96.7% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | 0.00% | 888.21%-888.2pp | 735.21%-735.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $571 | $6,035-90.5% | $5,298-89.2% | $4,779-88.0% |
| Participant deferral / active EE | $3,416 | $5,806-41.2% | $5,081-32.8% | $5,609-39.1% |
| Admin fee / account holder | $2 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |