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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 | $10,325 | $159,934-93.5% | $147,005-93.0% | $145,959-92.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 0.00% | 98.24%-98.2pp | 418.76%-418.8pp | 561.95%-561.9pp |
| Employer contribution / active EE | $317 | $5,287-94.0% | $4,934-93.6% | $4,661-93.2% |
| Participant deferral / active EE | $7,783 | $8,427-7.6% | $8,070-3.6% | $6,689+16.4% |
| Admin fee / account holder | $25 | $15,053-99.8% | $13,006-99.8% | $13,398-99.8% |