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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 | $2,944 | $101,798-97.1% | $165,071-98.2% | $80,935-96.4% |
| Participation rate | 94.8% | 71.8%+23.0pp | 78.6%+16.2pp | 67.7%+27.2pp |
| Annual return | 12.71% | 16.73%-4.0pp | 70.17%-57.5pp | 35.66%-23.0pp |
| Employer contribution / active EE | $193 | $2,954-93.5% | $4,347-95.6% | $2,757-93.0% |
| Participant deferral / active EE | $2,196 | $4,476-50.9% | $6,035-63.6% | $4,299-48.9% |
| Admin fee / account holder | $234 | $8,221-97.2% | $12,695-98.2% | $6,924-96.6% |