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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 | $22,606 | $57,140-60.4% | $85,240-73.5% | $80,959-72.1% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 15.13% | 21.71%-6.6pp | 66.75%-51.6pp | 35.67%-20.5pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,620 | $3,115-48.0% | $4,527-64.2% | $4,300-62.3% |
| Admin fee / account holder | $238 | $4,992-95.2% | $6,165-96.1% | $6,925-96.6% |