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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 | $46,611 | $102,422-54.5% | $147,117-68.3% | $80,959-42.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 31.59% | 135.16%-103.6pp | 420.54%-388.9pp | 35.67%-4.1pp |
| Employer contribution / active EE | $103 | $3,717-97.2% | $4,932-97.9% | $2,757-96.2% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $79 | $7,953-99.0% | $12,993-99.4% | $6,925-98.9% |