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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 | $7,044 | $76,407-90.8% | $150,298-95.3% | $82,448-91.5% |
| Participation rate | 81.0% | 66.4%+14.6pp | 77.8%+3.2pp | 68.1%+12.9pp |
| Annual return | 206.84% | 39.99%+166.9pp | 62.79%+144.1pp | 41.64%+165.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,859 | $3,214-11.0% | $5,453-47.6% | $4,139-30.9% |
| Admin fee / account holder | $94 | $6,352-98.5% | $14,116-99.3% | $7,234-98.7% |