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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 | $70,002 | $76,551-8.6% | $123,894-43.5% | $62,881+11.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 46.44% | 18.68%+27.8pp | 47.52%-1.1pp | 20.14%+26.3pp |
| Employer contribution / active EE | $238 | $2,882-91.7% | $4,617-94.8% | $2,281-89.6% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $228 | $4,826-95.3% | $8,357-97.3% | $4,296-94.7% |