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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 | $47,839 | $72,486-34.0% | $87,103-45.1% | $72,976-34.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.03% | 24.46%-5.4pp | 28.19%-9.2pp | 81.02%-62.0pp |
| Employer contribution / active EE | $171 | $1,894-91.0% | $2,521-93.2% | $2,440-93.0% |
| Participant deferral / active EE | $2,272 | $3,270-30.5% | $4,049-43.9% | $3,608-37.0% |
| Admin fee / account holder | $21 | $5,055-99.6% | $7,491-99.7% | $5,124-99.6% |