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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 | $4,459 | $49,976-91.1% | $66,674-93.3% | $82,637-94.6% |
| Participation rate | 85.3% | 63.1%+22.2pp | 73.7%+11.6pp | 68.1%+17.2pp |
| Annual return | 16.76% | 39.09%-22.3pp | 321.24%-304.5pp | 53.51%-36.7pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,578 | $2,847-44.6% | $4,084-61.4% | $4,126-61.8% |
| Admin fee / account holder | $245 | $4,594-94.7% | $5,098-95.2% | $7,339-96.7% |