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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 | $9,925 | $211,288-95.3% | $178,540-94.4% | $145,884-93.2% |
| Participation rate | 86.7% | 80.8%+5.9pp | 77.1%+9.6pp | 80.3%+6.4pp |
| Annual return | 15.67% | 30.27%-14.6pp | 27.15%-11.5pp | 551.85%-536.2pp |
| Employer contribution / active EE | $214 | $4,574-95.3% | $3,953-94.6% | $4,662-95.4% |
| Participant deferral / active EE | $1,528 | $6,967-78.1% | $6,281-75.7% | $6,690-77.2% |
| Admin fee / account holder | $88 | $12,105-99.3% | $10,424-99.2% | $13,392-99.3% |