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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 | $30,504 | $81,643-62.6% | $70,462-56.7% | $158,950-80.8% |
| Participation rate | 73.9% | 77.7%-3.8pp | 75.1%-1.1pp | 82.0%-8.0pp |
| Annual return | 14.77% | 208.51%-193.7pp | 109.08%-94.3pp | 302.91%-288.1pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,233 | $4,555-51.0% | $3,710-39.8% | $5,983-62.7% |
| Admin fee / account holder | $138 | $6,194-97.8% | $3,845-96.4% | $11,248-98.8% |