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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 | $3,320 | $51,638-93.6% | $68,368-95.1% | $82,448-96.0% |
| Participation rate | 94.0% | 63.6%+30.4pp | 73.8%+20.3pp | 68.1%+26.0pp |
| Annual return | 20.91% | 37.53%-16.6pp | 292.57%-271.7pp | 41.64%-20.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,043 | $2,914-64.2% | $4,123-74.7% | $4,139-74.8% |
| Admin fee / account holder | $93 | $4,643-98.0% | $5,150-98.2% | $7,234-98.7% |