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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 | $9,283 | $102,422-90.9% | $147,117-93.7% | $80,959-88.5% |
| Participation rate | 71.8% | 75.9%-4.1pp | 82.2%-10.4pp | 67.7%+4.1pp |
| Annual return | 116.43% | 135.16%-18.7pp | 420.54%-304.1pp | 35.67%+80.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,048 | $6,652-39.2% | $8,065-49.8% | $4,300-5.9% |
| Admin fee / account holder | $111 | $7,953-98.6% | $12,993-99.1% | $6,925-98.4% |