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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 | $9,253 | $138,102-93.3% | $125,381-92.6% | $134,532-93.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.55% | 750.73%-756.3pp | 572.31%-577.9pp | 418.27%-423.8pp |
| Employer contribution / active EE | $93 | $5,245-98.2% | $4,815-98.1% | $4,741-98.0% |
| Participant deferral / active EE | $4,728 | $7,801-39.4% | $7,448-36.5% | $6,401-26.1% |
| Admin fee / account holder | $278 | $11,568-97.6% | $10,007-97.2% | $11,429-97.6% |