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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 | $15,734 | $106,524-85.2% | $152,301-89.7% | $87,485-82.0% |
| Participation rate | 94.1% | 75.8%+18.4pp | 82.4%+11.7pp | 68.9%+25.2pp |
| Annual return | 15.77% | 26.89%-11.1pp | 80.50%-64.7pp | 26.06%-10.3pp |
| Employer contribution / active EE | $348 | $3,371-89.7% | $4,624-92.5% | $2,596-86.6% |
| Participant deferral / active EE | $3,057 | $6,525-53.1% | $8,004-61.8% | $4,274-28.5% |
| Admin fee / account holder | $243 | $8,287-97.1% | $14,398-98.3% | $7,775-96.9% |