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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 | $6,857 | $112,112-93.9% | $95,956-92.9% | $158,950-95.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 29.24% | 171.15%-141.9pp | 91.63%-62.4pp | 302.91%-273.7pp |
| Employer contribution / active EE | $180 | $3,199-94.4% | $2,541-92.9% | $4,762-96.2% |
| Participant deferral / active EE | $3,000 | $4,784-37.3% | $4,167-28.0% | $5,983-49.9% |
| Admin fee / account holder | $41 | $10,134-99.6% | $6,797-99.4% | $11,248-99.6% |