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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 | $2,850 | $70,121-95.9% | $63,803-95.5% | $138,895-97.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 21.73% | 946.48%-924.8pp | 543.72%-522.0pp | 145.39%-123.7pp |
| Employer contribution / active EE | $257 | $2,882-91.1% | $2,532-89.8% | $4,194-93.9% |
| Participant deferral / active EE | $1,182 | $4,535-73.9% | $3,843-69.2% | $6,396-81.5% |
| Admin fee / account holder | $157 | $6,738-97.7% | $5,196-97.0% | $12,562-98.7% |