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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 | $32,299 | $89,364-63.9% | $141,177-77.1% | $72,983-55.7% |
| Participation rate | 74.5% | 75.1%-0.6pp | 82.5%-7.9pp | 69.5%+5.1pp |
| Annual return | 33.92% | 111.86%-77.9pp | 71.40%-37.5pp | 81.01%-47.1pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,876 | $5,419+82.3% | $6,710+47.2% | $3,608+173.8% |
| Admin fee / account holder | $114 | $5,959-98.1% | $10,263-98.9% | $5,124-97.8% |