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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 | $10,989 | $86,949-87.4% | $102,460-89.3% | $80,959-86.4% |
| Participation rate | 81.1% | 72.4%+8.7pp | 76.5%+4.6pp | 67.7%+13.4pp |
| Annual return | 10.61% | 18.89%-8.3pp | 29.47%-18.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $593 | $2,370-75.0% | $3,025-80.4% | $2,757-78.5% |
| Participant deferral / active EE | $3,702 | $4,121-10.2% | $5,056-26.8% | $4,300-13.9% |
| Admin fee / account holder | $281 | $8,048-96.5% | $9,460-97.0% | $6,925-95.9% |