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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 | $17,975 | $135,956-86.8% | $123,894-85.5% | $273,972-93.4% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 388.56% | 56.63%+331.9pp | 47.52%+341.0pp | 41.46%+347.1pp |
| Employer contribution / active EE | $145 | $5,170-97.2% | $4,617-96.9% | $4,869-97.0% |
| Participant deferral / active EE | $5,397 | $6,343-14.9% | $5,984-9.8% | $5,287+2.1% |
| Admin fee / account holder | $14 | $9,817-99.9% | $8,357-99.8% | $10,133-99.9% |