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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 | $88,815-98.8% | $81,882-98.7% | $145,897-99.3% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 14.85% | 1033.75%-1018.9pp | 779.47%-764.6pp | 552.29%-537.4pp |
| Employer contribution / active EE | $145 | $3,086-95.3% | $2,916-95.0% | $4,663-96.9% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $269 | $8,434-96.8% | $7,360-96.3% | $13,390-98.0% |