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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 | $30,727 | $127,100-75.8% | $105,738-70.9% | $135,379-77.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 76.3%+3.7pp | 82.6%-2.6pp |
| Annual return | 0.00% | 4.49%-4.5pp | 6.27%-6.3pp | 519.79%-519.8pp |
| Employer contribution / active EE | $659 | $4,107-83.9% | $3,268-79.8% | $4,779-86.2% |
| Participant deferral / active EE | $3,161 | $5,064-37.6% | $4,080-22.5% | $5,609-43.6% |
| Admin fee / account holder | $188 | $9,087-97.9% | $6,913-97.3% | $10,828-98.3% |