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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 | $23,670 | $99,652-76.2% | $78,778-70.0% | $147,586-84.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 17.58% | 47.28%-29.7pp | 35.62%-18.0pp | 578.59%-561.0pp |
| Employer contribution / active EE | $79 | $2,796-97.2% | $1,986-96.0% | $4,876-98.4% |
| Participant deferral / active EE | $2,638 | $3,664-28.0% | $2,958-10.8% | $5,439-51.5% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |