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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 | $146,884 | $127,790+14.9% | $106,555+37.8% | $167,536-12.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.55% | 33.88%-18.3pp | 26.80%-11.3pp | 478.82%-463.3pp |
| Employer contribution / active EE | $47 | $3,428-98.6% | $2,819-98.3% | $4,839-99.0% |
| Participant deferral / active EE | $9,442 | $5,088+85.6% | $4,399+114.7% | $6,342+48.9% |
| Admin fee / account holder | $0 | $11,229-100.0% | $7,408-100.0% | $12,315-100.0% |