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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 | $14,625 | $165,399-91.2% | $149,745-90.2% | $158,982-90.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 97.78% | 348.34%-250.6pp | 276.72%-178.9pp | 302.99%-205.2pp |
| Employer contribution / active EE | $345 | $5,105-93.2% | $4,646-92.6% | $4,763-92.8% |
| Participant deferral / active EE | $10,454 | $7,183+45.5% | $6,843+52.8% | $5,983+74.7% |
| Admin fee / account holder | $68 | $10,811-99.4% | $9,312-99.3% | $11,252-99.4% |