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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 | $28,015 | $78,694-64.4% | $67,653-58.6% | $125,388-77.7% |
| Participation rate | 71.4% | 78.8%-7.4pp | 75.7%-4.2pp | 83.2%-11.8pp |
| Annual return | 22.22% | 9.46%+12.8pp | 6625.22%-6603.0pp | 282.24%-260.0pp |
| Employer contribution / active EE | $346 | $3,044-88.6% | $2,266-84.7% | $4,866-92.9% |
| Participant deferral / active EE | $3,459 | $4,292-19.4% | $3,560-2.8% | $5,352-35.4% |
| Admin fee / account holder | $127 | $7,403-98.3% | $4,821-97.4% | $9,541-98.7% |