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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 | $27,236 | $72,071-62.2% | $68,368-60.2% | $137,256-80.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 21.70% | 353.14%-331.4pp | 292.57%-270.9pp | 220.34%-198.6pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,097 | $4,410+38.2% | $4,123+47.9% | $6,407-4.8% |
| Admin fee / account holder | $159 | $5,336-97.0% | $5,150-96.9% | $12,270-98.7% |