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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 | $27,007 | $72,071-62.5% | $68,368-60.5% | $137,256-80.3% |
| Participation rate | 77.8% | 76.2%+1.5pp | 73.8%+4.0pp | 80.0%-2.2pp |
| Annual return | 17.04% | 353.14%-336.1pp | 292.57%-275.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,310 | $4,410-24.9% | $4,123-19.7% | $6,407-48.3% |
| Admin fee / account holder | $133 | $5,336-97.5% | $5,150-97.4% | $12,270-98.9% |