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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 | $4,584 | $102,663-95.5% | $86,216-94.7% | $139,466-96.7% |
| Participation rate | 92.9% | 74.5%+18.4pp | 69.0%+23.9pp | 80.3%+12.5pp |
| Annual return | 50.87% | 1924.52%-1873.6pp | 1169.42%-1118.5pp | 373.66%-322.8pp |
| Employer contribution / active EE | $494 | $3,035-83.7% | $2,382-79.2% | $4,754-89.6% |
| Participant deferral / active EE | $2,938 | $4,677-37.2% | $3,986-26.3% | $6,712-56.2% |
| Admin fee / account holder | $78 | $8,663-99.1% | $6,853-98.9% | $11,409-99.3% |