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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 | $47,169 | $96,524-51.1% | $75,900-37.9% | $152,909-69.2% |
| Participation rate | 71.4% | 76.2%-4.8pp | 69.3%+2.1pp | 82.5%-11.0pp |
| Annual return | 27.77% | 33.93%-6.2pp | 30.73%-3.0pp | 345.46%-317.7pp |
| Employer contribution / active EE | $308 | $3,311-90.7% | $2,501-87.7% | $4,764-93.5% |
| Participant deferral / active EE | $1,816 | $4,554-60.1% | $3,604-49.6% | $5,851-69.0% |
| Admin fee / account holder | $0 | $8,082-100.0% | $5,421-100.0% | $11,601-100.0% |