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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 | $11,771 | $27,936-57.9% | $58,561-79.9% | $75,173-84.3% |
| Participation rate | 72.5% | 38.8%+33.7pp | 50.9%+21.7pp | 67.2%+5.3pp |
| Annual return | 16.79% | 44.21%-27.4pp | 4251.33%-4234.5pp | 160.72%-143.9pp |
| Employer contribution / active EE | -$823 | $670-223.0% | $1,053-178.2% | $2,671-130.8% |
| Participant deferral / active EE | $2,290 | $1,202+90.6% | $1,923+19.1% | $4,126-44.5% |
| Admin fee / account holder | $33 | $1,727-98.1% | $2,520-98.7% | $5,651-99.4% |