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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 | $13,674 | $116,167-88.2% | $64,489-78.8% | $137,256-90.0% |
| Participation rate | 87.5% | 68.2%+19.3pp | 67.7%+19.8pp | 80.0%+7.5pp |
| Annual return | 54.91% | 36.55%+18.4pp | 55.03%-0.1pp | 220.34%-165.4pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,500 | $4,215+30.5% | $2,778+98.0% | $6,407-14.2% |
| Admin fee / account holder | $76 | $6,188-98.8% | $4,260-98.2% | $12,270-99.4% |