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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 | $13,954 | $89,259-84.4% | $107,187-87.0% | $82,637-83.1% |
| Participation rate | 84.1% | 67.9%+16.2pp | 75.0%+9.1pp | 68.1%+16.1pp |
| Annual return | 19.47% | 21.02%-1.6pp | 204.55%-185.1pp | 53.51%-34.0pp |
| Employer contribution / active EE | $748 | $3,080-75.7% | $3,782-80.2% | $2,552-70.7% |
| Participant deferral / active EE | $2,249 | $4,037-44.3% | $5,096-55.9% | $4,126-45.5% |
| Admin fee / account holder | $176 | $7,381-97.6% | $9,162-98.1% | $7,339-97.6% |