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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 | $19,892 | $127,298-84.4% | $109,916-81.9% | $167,553-88.1% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.2%+7.6pp | 82.1%-0.3pp |
| Annual return | 23.80% | 22.97%+0.8pp | 29.46%-5.7pp | 478.89%-455.1pp |
| Employer contribution / active EE | $55 | $3,325-98.4% | $2,844-98.1% | $4,840-98.9% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,343-100.0% |
| Admin fee / account holder | $46 | $7,119-99.4% | $6,069-99.3% | $12,316-99.6% |