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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 | $3,523 | $81,276-95.7% | $155,574-97.7% | $80,925-95.6% |
| Participation rate | 72.4% | 66.2%+6.2pp | 78.2%-5.8pp | 67.7%+4.8pp |
| Annual return | 16.18% | 33.36%-17.2pp | 64.87%-48.7pp | 35.65%-19.5pp |
| Employer contribution / active EE | $368 | $3,103-88.1% | $4,676-92.1% | $2,756-86.6% |
| Participant deferral / active EE | $1,268 | $3,453-63.3% | $5,629-77.5% | $4,299-70.5% |
| Admin fee / account holder | $266 | $7,993-96.7% | $15,914-98.3% | $6,940-96.2% |