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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 | $44,141 | $102,385-56.9% | $147,080-70.0% | $80,935-45.5% |
| Participation rate | 87.0% | 75.9%+11.2pp | 82.2%+4.9pp | 67.7%+19.4pp |
| Annual return | 16.37% | 135.09%-118.7pp | 420.17%-403.8pp | 35.66%-19.3pp |
| Employer contribution / active EE | $612 | $3,717-83.5% | $4,933-87.6% | $2,757-77.8% |
| Participant deferral / active EE | $4,052 | $6,651-39.1% | $8,066-49.8% | $4,299-5.8% |
| Admin fee / account holder | $193 | $7,951-97.6% | $12,989-98.5% | $6,924-97.2% |