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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 | $12,873 | $124,175-89.6% | $108,405-88.1% | $167,553-92.3% |
| Participation rate | 76.5% | 82.3%-5.8pp | 80.1%-3.7pp | 82.1%-5.6pp |
| Annual return | 0.00% | 1380.13%-1380.1pp | 905.55%-905.5pp | 478.89%-478.9pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $6,753 | $6,908-2.2% | $6,563+2.9% | $6,343+6.5% |
| Admin fee / account holder | $11 | $9,457-99.9% | $7,297-99.9% | $12,316-99.9% |