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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 | $88,710-98.8% | $81,783-98.7% | $145,959-99.3% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.4%-0.9pp | 80.3%-8.9pp |
| Annual return | 14.85% | 1027.26%-1012.4pp | 775.05%-760.2pp | 561.95%-547.1pp |
| Employer contribution / active EE | $145 | $3,083-95.3% | $2,913-95.0% | $4,661-96.9% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $269 | $8,407-96.8% | $7,380-96.4% | $13,398-98.0% |