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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 | $10,277 | $97,729-89.5% | $83,830-87.7% | $135,379-92.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.03% | 1287.52%-1293.6pp | 850.97%-857.0pp | 519.79%-525.8pp |
| Employer contribution / active EE | $127 | $4,222-97.0% | $3,631-96.5% | $4,779-97.3% |
| Participant deferral / active EE | $3,223 | $4,683-31.2% | $4,082-21.0% | $5,609-42.5% |
| Admin fee / account holder | $156 | $6,674-97.7% | $5,479-97.2% | $10,828-98.6% |