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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 | $4,012 | $154,193-97.4% | $130,045-96.9% | $139,466-97.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 45.62% | 32.51%+13.1pp | -137.30%+182.9pp | 373.66%-328.0pp |
| Employer contribution / active EE | $1 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,614 | $6,709-46.1% | $5,820-37.9% | $6,712-46.2% |
| Admin fee / account holder | $172 | $13,989-98.8% | $10,600-98.4% | $11,409-98.5% |