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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 | $5,203 | $884,045-99.4% | $453,569-98.9% | $167,536-96.9% |
| Participation rate | 83.3% | 81.6%+1.8pp | 78.0%+5.3pp | 82.1%+1.2pp |
| Annual return | 0.00% | 29.49%-29.5pp | 64.43%-64.4pp | 478.82%-478.8pp |
| Employer contribution / active EE | $773 | $5,538-86.0% | $4,072-81.0% | $4,839-84.0% |
| Participant deferral / active EE | $4,077 | $7,898-48.4% | $6,211-34.4% | $6,342-35.7% |
| Admin fee / account holder | $0 | $22,063-100.0% | $11,214-100.0% | $12,315-100.0% |