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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 | $5,254 | $78,690-93.3% | $161,489-96.7% | $87,485-94.0% |
| Participation rate | 80.0% | 67.5%+12.5pp | 78.7%+1.3pp | 68.9%+11.1pp |
| Annual return | 16.78% | 32.74%-16.0pp | 89.72%-72.9pp | 26.06%-9.3pp |
| Employer contribution / active EE | $252 | $2,588-90.3% | $4,268-94.1% | $2,596-90.3% |
| Participant deferral / active EE | $1,123 | $3,311-66.1% | $5,630-80.1% | $4,274-73.7% |
| Admin fee / account holder | $293 | $6,724-95.6% | $16,006-98.2% | $7,775-96.2% |