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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 | $82,444 | $85,766-3.9% | $136,295-39.5% | $70,131+17.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 25.87% | 31.45%-5.6pp | 5155.97%-5130.1pp | 73.14%-47.3pp |
| Employer contribution / active EE | $302 | $2,966-89.8% | $4,695-93.6% | $2,342-87.1% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $127 | $5,420-97.7% | $9,243-98.6% | $4,645-97.3% |