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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 | $11,782 | $98,776-88.1% | $149,745-92.1% | $79,856-85.2% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.5%+13.9pp | 69.6%+26.8pp |
| Annual return | 140.10% | 27.38%+112.7pp | 276.72%-136.6pp | 31.71%+108.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,387 | $5,681+47.6% | $6,843+22.6% | $3,741+124.2% |
| Admin fee / account holder | $182 | $6,053-97.0% | $9,312-98.0% | $5,306-96.6% |