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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 | $10,636 | $138,078-92.3% | $125,363-91.5% | $134,509-92.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.78% | 750.49%-770.3pp | 572.15%-591.9pp | 418.13%-437.9pp |
| Employer contribution / active EE | $866 | $5,245-83.5% | $4,815-82.0% | $4,741-81.7% |
| Participant deferral / active EE | $2,983 | $7,800-61.8% | $7,447-59.9% | $6,400-53.4% |
| Admin fee / account holder | $157 | $11,566-98.6% | $10,005-98.4% | $11,427-98.6% |