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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 | $19,309 | $45,152-57.2% | $73,835-73.8% | $59,633-67.6% |
| Participation rate | 77.8% | 64.0%+13.8pp | 73.4%+4.3pp | 68.7%+9.1pp |
| Annual return | -1.13% | 27.40%-28.5pp | 2268.13%-2269.3pp | 2041.40%-2042.5pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,118 | $2,573-17.7% | $3,583-40.9% | $3,192-33.6% |
| Admin fee / account holder | $27 | $3,515-99.2% | $4,880-99.5% | $4,297-99.4% |