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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 | $7,288 | $57,061-87.2% | $85,063-91.4% | $80,911-91.0% |
| Participation rate | 71.4% | 56.3%+15.1pp | 67.5%+3.9pp | 67.6%+3.8pp |
| Annual return | 102.05% | 21.66%+80.4pp | 66.54%+35.5pp | 35.63%+66.4pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,293 | $3,110+70.2% | $4,523+17.0% | $4,297+23.2% |
| Admin fee / account holder | $96 | $4,986-98.1% | $6,155-98.4% | $6,935-98.6% |