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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 | $8,910 | $49,976-82.2% | $66,674-86.6% | $82,637-89.2% |
| Participation rate | 94.7% | 63.1%+31.6pp | 73.7%+21.1pp | 68.1%+26.7pp |
| Annual return | 18.81% | 39.09%-20.3pp | 321.24%-302.4pp | 53.51%-34.7pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,039 | $2,847-28.4% | $4,084-50.1% | $4,126-50.6% |
| Admin fee / account holder | $234 | $4,594-94.9% | $5,098-95.4% | $7,339-96.8% |