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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 | $77,993 | $112,935-30.9% | $90,970-14.3% | $158,966-50.9% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 18.31% | 215.79%-197.5pp | 134.58%-116.3pp | 302.95%-284.6pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,706 | $4,129-58.7% | $3,373-49.4% | $5,983-71.5% |
| Admin fee / account holder | $296 | $8,045-96.3% | $5,960-95.0% | $11,250-97.4% |