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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 | $1,616 | $69,273-97.7% | $90,796-98.2% | $82,637-98.0% |
| Participation rate | 76.7% | 64.0%+12.6pp | 69.5%+7.2pp | 68.1%+8.6pp |
| Annual return | 40.86% | 18.37%+22.5pp | 19.29%+21.6pp | 53.51%-12.6pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,249 | $3,047-59.0% | $3,822-67.3% | $4,126-69.7% |
| Admin fee / account holder | $118 | $5,511-97.9% | $7,024-98.3% | $7,339-98.4% |