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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 | $7,688 | $157,276-95.1% | $141,177-94.6% | $152,885-95.0% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 0.00% | 64.33%-64.3pp | 71.40%-71.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $758 | $5,262-85.6% | $4,736-84.0% | $4,763-84.1% |
| Participant deferral / active EE | $6,020 | $7,110-15.3% | $6,710-10.3% | $5,851+2.9% |
| Admin fee / account holder | $1 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |