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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 | $19,366 | $83,857-76.9% | - | $147,586-86.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | - | 82.8%+17.2pp |
| Annual return | 18.57% | 26.67%-8.1pp | - | 578.59%-560.0pp |
| Employer contribution / active EE | $610 | $3,062-80.1% | - | $4,876-87.5% |
| Participant deferral / active EE | $5,126 | $4,009+27.8% | - | $5,439-5.8% |
| Admin fee / account holder | $8 | $6,093-99.9% | - | $10,886-99.9% |