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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 | $22,668 | $202,342-88.8% | $172,752-86.9% | $152,897-85.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.84% | 1029.83%-1005.0pp | 802.97%-778.1pp | 345.43%-320.6pp |
| Employer contribution / active EE | $1,217 | $5,858-79.2% | $5,144-76.3% | $4,764-74.5% |
| Participant deferral / active EE | $5,185 | $5,948-12.8% | $5,198-0.2% | $5,851-11.4% |
| Admin fee / account holder | $156 | $17,111-99.1% | $13,955-98.9% | $11,599-98.7% |