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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 | $18,272 | $51,638-64.6% | $68,368-73.3% | $82,448-77.8% |
| Participation rate | 71.1% | 63.6%+7.5pp | 73.8%-2.6pp | 68.1%+3.0pp |
| Annual return | 16.15% | 37.53%-21.4pp | 292.57%-276.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,120 | $2,914-61.6% | $4,123-72.8% | $4,139-73.0% |
| Admin fee / account holder | $35 | $4,643-99.3% | $5,150-99.3% | $7,234-99.5% |