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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 | $43,471 | $112,729-61.4% | $98,716-56.0% | $137,256-68.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.55% | 38.48%-23.9pp | 31.81%-17.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $210 | $2,725-92.3% | $2,279-90.8% | $4,156-94.9% |
| Participant deferral / active EE | $2,900 | $4,640-37.5% | $4,048-28.4% | $6,407-54.7% |
| Admin fee / account holder | $184 | $10,129-98.2% | $8,703-97.9% | $12,270-98.5% |