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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 | $7,133 | $70,002-89.8% | $115,038-93.8% | $52,331-86.4% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 34.64% | 4.04%+30.6pp | 26.14%+8.5pp | 4.54%+30.1pp |
| Employer contribution / active EE | $337 | $2,715-87.6% | $4,608-92.7% | $1,882-82.1% |
| Participant deferral / active EE | $3,274 | $4,920-33.5% | $6,026-45.7% | $3,022+8.3% |
| Admin fee / account holder | $175 | $566-69.1% | $8,175-97.9% | $592-70.5% |