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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 | $14,974 | $183,627-91.8% | $155,602-90.4% | $145,978-89.7% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 14.40% | 61.32%-46.9pp | 64.81%-50.4pp | 550.52%-536.1pp |
| Employer contribution / active EE | $1,010 | $5,316-81.0% | $4,675-78.4% | $4,662-78.3% |
| Participant deferral / active EE | $2,119 | $6,466-67.2% | $5,629-62.3% | $6,690-68.3% |
| Admin fee / account holder | $58 | $19,327-99.7% | $15,923-99.6% | $13,400-99.6% |