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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 | $6,663 | $28,624-76.7% | $53,647-87.6% | $82,637-91.9% |
| Participation rate | 80.5% | 47.3%+33.2pp | 56.3%+24.2pp | 68.1%+12.4pp |
| Annual return | 19.22% | 664.98%-645.8pp | 358.33%-339.1pp | 53.51%-34.3pp |
| Employer contribution / active EE | $70 | $637-89.0% | $962-92.8% | $2,552-97.3% |
| Participant deferral / active EE | $933 | $1,196-22.0% | $1,813-48.6% | $4,126-77.4% |
| Admin fee / account holder | $236 | $2,022-88.3% | $2,460-90.4% | $7,339-96.8% |