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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 | $27,326 | $106,864-74.4% | $147,318-81.5% | $82,637-66.9% |
| Participation rate | 89.7% | 75.5%+14.1pp | 82.1%+7.6pp | 68.1%+21.6pp |
| Annual return | 238.07% | 27.49%+210.6pp | 70.43%+167.6pp | 53.51%+184.6pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,771 | $6,496+35.0% | $7,906+10.9% | $4,126+112.6% |
| Admin fee / account holder | $4 | $8,415-99.9% | $13,708-100.0% | $7,339-99.9% |