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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 | $14,828 | $180,466-91.8% | $154,114-90.4% | $135,382-89.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.97% | 888.15%-894.1pp | 735.16%-741.1pp | 519.77%-525.7pp |
| Employer contribution / active EE | $4 | $6,035-99.9% | $5,298-99.9% | $4,779-99.9% |
| Participant deferral / active EE | $2,906 | $5,806-50.0% | $5,081-42.8% | $5,609-48.2% |
| Admin fee / account holder | $202 | $16,144-98.8% | $13,411-98.5% | $10,829-98.1% |