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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 | $8,372 | $45,872-81.8% | $77,100-89.1% | $68,490-87.8% |
| Participation rate | 78.4% | 55.9%+22.5pp | 67.9%+10.5pp | 67.9%+10.5pp |
| Annual return | 8.44% | 1.73%+6.7pp | 42.35%-33.9pp | -7.85%+16.3pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,440 | $2,963+16.1% | $4,430-22.3% | $4,028-14.6% |
| Admin fee / account holder | $182 | $3,041-94.0% | $5,443-96.6% | $5,403-96.6% |