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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 | $1,072 | $88,754-98.8% | $81,820-98.7% | $145,877-99.3% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 14.85% | 1031.77%-1016.9pp | 777.93%-763.1pp | 551.28%-536.4pp |
| Employer contribution / active EE | $145 | $3,085-95.3% | $2,915-95.0% | $4,663-96.9% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $269 | $8,424-96.8% | $7,391-96.4% | $13,402-98.0% |