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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 | $17,580 | $167,352-89.5% | $143,788-87.8% | $134,509-86.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -11.33% | 0.47%-11.8pp | -0.03%-11.3pp | 418.13%-429.5pp |
| Employer contribution / active EE | $913 | $5,620-83.8% | $4,952-81.6% | $4,741-80.7% |
| Participant deferral / active EE | $3,772 | $6,447-41.5% | $5,638-33.1% | $6,400-41.1% |
| Admin fee / account holder | $60 | $18,091-99.7% | $14,675-99.6% | $11,427-99.5% |