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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 | $5,011 | $202,326-97.5% | $172,745-97.1% | $152,870-96.7% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 0.00% | 1029.72%-1029.7pp | 802.90%-802.9pp | 345.34%-345.3pp |
| Employer contribution / active EE | $386 | $5,858-93.4% | $5,144-92.5% | $4,763-91.9% |
| Participant deferral / active EE | $4,101 | $5,948-31.1% | $5,197-21.1% | $5,850-29.9% |
| Admin fee / account holder | $0 | $17,110-100.0% | $13,954-100.0% | $11,597-100.0% |