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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 | $1,313 | $56,063-97.7% | $76,051-98.3% | $80,911-98.4% |
| Participation rate | 81.7% | 62.0%+19.6pp | 69.1%+12.6pp | 67.6%+14.0pp |
| Annual return | 22.29% | 20.54%+1.7pp | 360.42%-338.1pp | 35.63%-13.3pp |
| Employer contribution / active EE | $192 | $1,874-89.7% | $2,690-92.9% | $2,756-93.0% |
| Participant deferral / active EE | $1,517 | $3,052-50.3% | $4,257-64.4% | $4,297-64.7% |
| Admin fee / account holder | $286 | $5,240-94.6% | $6,416-95.6% | $6,935-95.9% |