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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,408 | $49,976-93.2% | $66,674-94.9% | $82,637-95.9% |
| Participation rate | 81.6% | 63.1%+18.5pp | 73.7%+7.9pp | 68.1%+13.5pp |
| Annual return | 21.32% | 39.09%-17.8pp | 321.24%-299.9pp | 53.51%-32.2pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,016 | $2,847-64.3% | $4,084-75.1% | $4,126-75.4% |
| Admin fee / account holder | $23 | $4,594-99.5% | $5,098-99.6% | $7,339-99.7% |