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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 | $3,118 | $110,307-97.2% | $96,576-96.8% | $139,456-97.8% |
| Participation rate | 93.3% | 78.1%+15.2pp | 76.0%+17.4pp | 80.3%+13.0pp |
| Annual return | 1070.59% | 26.40%+1044.2pp | 25.87%+1044.7pp | 373.45%+697.1pp |
| Employer contribution / active EE | $435 | $3,619-88.0% | $2,965-85.3% | $4,753-90.8% |
| Participant deferral / active EE | $2,421 | $5,547-56.4% | $4,851-50.1% | $6,711-63.9% |
| Admin fee / account holder | $59 | $11,597-99.5% | $8,253-99.3% | $11,407-99.5% |