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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 | $21,766 | $65,364-66.7% | $92,909-76.6% | $72,975-70.2% |
| Participation rate | 83.8% | 68.3%+15.4pp | 76.0%+7.7pp | 69.5%+14.3pp |
| Annual return | 43.75% | 42.11%+1.6pp | 109.44%-65.7pp | 81.01%-37.3pp |
| Employer contribution / active EE | $283 | $2,594-89.1% | $3,653-92.3% | $2,440-88.4% |
| Participant deferral / active EE | $6,192 | $3,128+97.9% | $4,238+46.1% | $3,608+71.6% |
| Admin fee / account holder | $41 | $4,251-99.0% | $5,795-99.3% | $5,124-99.2% |