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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 | $49,976-63.4% | $66,674-72.6% | $82,637-77.9% |
| Participation rate | 71.1% | 63.1%+8.0pp | 73.7%-2.6pp | 68.1%+3.1pp |
| Annual return | 16.15% | 39.09%-22.9pp | 321.24%-305.1pp | 53.51%-37.4pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,120 | $2,847-60.7% | $4,084-72.6% | $4,126-72.9% |
| Admin fee / account holder | $35 | $4,594-99.2% | $5,098-99.3% | $7,339-99.5% |