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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 | $14,644 | $154,228-90.5% | $145,433-89.9% | $137,256-89.3% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 133.07% | 74.59%+58.5pp | 66.58%+66.5pp | 220.34%-87.3pp |
| Employer contribution / active EE | $732 | $4,804-84.8% | $4,554-83.9% | $4,156-82.4% |
| Participant deferral / active EE | $5,153 | $8,216-37.3% | $7,897-34.8% | $6,407-19.6% |
| Admin fee / account holder | $26 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |