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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 | $17,816 | $157,304-88.7% | $141,197-87.4% | $152,909-88.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $149 | $5,263-97.2% | $4,736-96.9% | $4,764-96.9% |
| Participant deferral / active EE | $6,119 | $7,111-14.0% | $6,710-8.8% | $5,851+4.6% |
| Admin fee / account holder | $46 | $12,126-99.6% | $10,265-99.6% | $11,601-99.6% |