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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 | $10,387 | $73,848-85.9% | $143,799-92.8% | $68,486-84.8% |
| Participation rate | 96.8% | 66.7%+30.1pp | 80.3%+16.5pp | 67.9%+28.9pp |
| Annual return | 104.54% | 0.91%+103.6pp | -0.04%+104.6pp | -7.85%+112.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,008 | $3,385+107.1% | $5,638+24.3% | $4,028+74.0% |
| Admin fee / account holder | $12 | $5,755-99.8% | $14,677-99.9% | $5,404-99.8% |