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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 | $9,897 | $58,275-83.0% | $81,844-87.9% | $80,935-87.8% |
| Participation rate | 88.2% | 63.5%+24.8pp | 72.4%+15.9pp | 67.7%+20.6pp |
| Annual return | 13.38% | 41.82%-28.4pp | 778.87%-765.5pp | 35.66%-22.3pp |
| Employer contribution / active EE | $42 | $2,346-98.2% | $2,916-98.6% | $2,757-98.5% |
| Participant deferral / active EE | $2,325 | $3,285-29.2% | $4,323-46.2% | $4,299-45.9% |
| Admin fee / account holder | $152 | $4,749-96.8% | $7,355-97.9% | $6,924-97.8% |