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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 | $16,784 | $181,896-90.8% | $156,551-89.3% | $273,972-93.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.25% | 30.74%-18.5pp | 32.23%-20.0pp | 41.46%-29.2pp |
| Employer contribution / active EE | $569 | $6,248-90.9% | $5,501-89.7% | $4,869-88.3% |
| Participant deferral / active EE | $10,415 | $5,550+87.7% | $4,871+113.8% | $5,287+97.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |