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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 | $4,691 | $217,432-97.8% | $185,851-97.5% | $167,553-97.2% |
| Participation rate | 85.7% | 86.1%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 0.00% | 148.43%-148.4pp | 122.11%-122.1pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,072 | $5,874-81.8% | $5,168-79.3% | $4,840-77.8% |
| Participant deferral / active EE | $3,572 | $6,357-43.8% | $5,569-35.9% | $6,343-43.7% |
| Admin fee / account holder | $2 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |