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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 | $5,998 | $140,592-95.7% | $123,106-95.1% | $125,393-95.2% |
| Participation rate | 72.7% | 88.2%-15.5pp | 86.8%-14.1pp | 83.2%-10.5pp |
| Annual return | 0.00% | 16.80%-16.8pp | 13.22%-13.2pp | 282.23%-282.2pp |
| Employer contribution / active EE | $1,202 | $6,041-80.1% | $5,151-76.7% | $4,866-75.3% |
| Participant deferral / active EE | $3,321 | $6,980-52.4% | $6,229-46.7% | $5,351-37.9% |
| Admin fee / account holder | $7 | $11,198-99.9% | $9,015-99.9% | $9,541-99.9% |