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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 | $13,297 | $57,590-76.9% | $86,233-84.6% | $82,448-83.9% |
| Participation rate | 71.4% | 57.9%+13.6pp | 69.0%+2.4pp | 68.1%+3.4pp |
| Annual return | 264.02% | 22.41%+241.6pp | 61.39%+202.6pp | 41.64%+222.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,228 | $3,080+4.8% | $4,559-29.2% | $4,139-22.0% |
| Admin fee / account holder | $43 | $4,730-99.1% | $8,342-99.5% | $7,234-99.4% |