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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 | $2,044 | $118,695-98.3% | $98,916-97.9% | $158,950-98.7% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 803.33% | 372.39%+430.9pp | 196.45%+606.9pp | 302.91%+500.4pp |
| Employer contribution / active EE | $363 | $3,333-89.1% | $2,689-86.5% | $4,762-92.4% |
| Participant deferral / active EE | $1,598 | $5,088-68.6% | $4,245-62.4% | $5,983-73.3% |
| Admin fee / account holder | $0 | $10,132-100.0% | $6,642-100.0% | $11,248-100.0% |