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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 | $3,870 | $53,063-92.7% | $124,206-96.9% | $82,637-95.3% |
| Participation rate | 81.7% | 58.4%+23.3pp | 69.6%+12.1pp | 68.1%+13.7pp |
| Annual return | 20.81% | 68.87%-48.1pp | 515.27%-494.5pp | 53.51%-32.7pp |
| Employer contribution / active EE | $32 | $1,530-97.9% | $3,540-99.1% | $2,552-98.8% |
| Participant deferral / active EE | $1,266 | $2,644-52.1% | $3,968-68.1% | $4,126-69.3% |
| Admin fee / account holder | $175 | $4,281-95.9% | $5,929-97.0% | $7,339-97.6% |