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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 | $7,265 | $175,231-95.9% | $149,696-95.1% | $139,466-94.8% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 19.43% | 166.77%-147.3pp | 134.46%-115.0pp | 373.66%-354.2pp |
| Employer contribution / active EE | $732 | $5,478-86.6% | $4,821-84.8% | $4,754-84.6% |
| Participant deferral / active EE | $2,436 | $6,521-62.6% | $5,682-57.1% | $6,712-63.7% |
| Admin fee / account holder | $144 | $16,155-99.1% | $13,212-98.9% | $11,409-98.7% |