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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 | $1,223 | $28,624-95.7% | $53,647-97.7% | $82,637-98.5% |
| Participation rate | 85.3% | 47.3%+38.0pp | 56.3%+29.0pp | 68.1%+17.2pp |
| Annual return | 32.39% | 664.98%-632.6pp | 358.33%-325.9pp | 53.51%-21.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,620 | $1,196+35.5% | $1,813-10.6% | $4,126-60.7% |
| Admin fee / account holder | $9 | $2,022-99.6% | $2,460-99.7% | $7,339-99.9% |