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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 | $9,798 | $63,703-84.6% | $93,063-89.5% | $82,448-88.1% |
| Participation rate | 80.8% | 63.8%+16.9pp | 72.1%+8.7pp | 68.1%+12.7pp |
| Annual return | 19.25% | -775.43%+794.7pp | 34.15%-14.9pp | 41.64%-22.4pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,162 | $2,919-60.2% | $3,958-70.6% | $4,139-71.9% |
| Admin fee / account holder | $156 | $5,982-97.4% | $6,033-97.4% | $7,234-97.8% |