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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 | $21,718 | $63,342-65.7% | $92,236-76.5% | $70,131-69.0% |
| Participation rate | 84.8% | 68.7%+16.2pp | 76.5%+8.4pp | 69.5%+15.3pp |
| Annual return | 35.46% | 530.15%-494.7pp | 176.29%-140.8pp | 73.14%-37.7pp |
| Employer contribution / active EE | $97 | $2,471-96.1% | $3,679-97.4% | $2,342-95.8% |
| Participant deferral / active EE | $3,978 | $2,854+39.4% | $3,897+2.1% | $3,332+19.4% |
| Admin fee / account holder | $285 | $3,840-92.6% | $5,194-94.5% | $4,645-93.9% |