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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 | $8,633 | $174,379-95.0% | $152,093-94.3% | $138,895-93.8% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.8%+13.1pp | 79.9%+11.0pp |
| Annual return | 26.57% | 74.86%-48.3pp | 66.36%-39.8pp | 145.39%-118.8pp |
| Employer contribution / active EE | $778 | $4,652-83.3% | $4,175-81.4% | $4,194-81.5% |
| Participant deferral / active EE | $2,932 | $6,159-52.4% | $5,451-46.2% | $6,396-54.2% |
| Admin fee / account holder | $28 | $16,880-99.8% | $14,497-99.8% | $12,562-99.8% |