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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 | $2,581 | $152,619-98.3% | $125,195-97.9% | $152,909-98.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.89% | 54.85%-36.0pp | 43.79%-24.9pp | 345.46%-326.6pp |
| Employer contribution / active EE | $858 | $4,947-82.7% | $3,866-77.8% | $4,764-82.0% |
| Participant deferral / active EE | $1,789 | $5,869-69.5% | $4,937-63.8% | $5,851-69.4% |
| Admin fee / account holder | $129 | $13,437-99.0% | $9,704-98.7% | $11,601-98.9% |