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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 | $24,292 | $76,407-68.2% | $150,298-83.8% | $82,448-70.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 18.29% | 39.99%-21.7pp | 62.79%-44.5pp | 41.64%-23.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,240 | $3,214-61.4% | $5,453-77.3% | $4,139-70.0% |
| Admin fee / account holder | $108 | $6,352-98.3% | $14,116-99.2% | $7,234-98.5% |