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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 | $43,259 | $98,240-56.0% | $82,312-47.4% | $147,586-70.7% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.5pp | 82.8%-11.4pp |
| Annual return | 16.83% | 30.85%-14.0pp | 25.88%-9.1pp | 578.59%-561.8pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,969 | $4,383-55.1% | $3,706-46.9% | $5,439-63.8% |
| Admin fee / account holder | $23 | $8,563-99.7% | $5,608-99.6% | $10,886-99.8% |