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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 | $1,144 | $72,071-98.4% | $68,368-98.3% | $137,256-99.2% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.0%+11.7pp |
| Annual return | 30.87% | 353.14%-322.3pp | 292.57%-261.7pp | 220.34%-189.5pp |
| Employer contribution / active EE | $330 | $2,788-88.2% | $2,649-87.5% | $4,156-92.1% |
| Participant deferral / active EE | $595 | $4,410-86.5% | $4,123-85.6% | $6,407-90.7% |
| Admin fee / account holder | $183 | $5,336-96.6% | $5,150-96.4% | $12,270-98.5% |