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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 | $23,410 | $77,908-70.0% | $149,696-84.4% | $75,173-68.9% |
| Participation rate | 93.5% | 65.6%+27.9pp | 78.8%+14.7pp | 67.2%+26.3pp |
| Annual return | 89.80% | 31.73%+58.1pp | 134.46%-44.7pp | 160.72%-70.9pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $11,650 | $3,411+241.5% | $5,682+105.0% | $4,126+182.3% |
| Admin fee / account holder | $37 | $5,950-99.4% | $13,212-99.7% | $5,651-99.3% |