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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 | $3,294 | $118,877-97.2% | $96,570-96.6% | $167,536-98.0% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.8%+19.1pp | 82.1%+6.8pp |
| Annual return | 0.00% | 50.50%-50.5pp | 37.79%-37.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $226 | $3,121-92.8% | $2,357-90.4% | $4,839-95.3% |
| Participant deferral / active EE | $2,623 | $4,617-43.2% | $3,849-31.8% | $6,342-58.6% |
| Admin fee / account holder | $1 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |