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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 | $11,866 | $111,785-89.4% | $93,669-87.3% | $145,877-91.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.53% | 203.79%-193.3pp | 133.59%-123.1pp | 551.28%-540.8pp |
| Employer contribution / active EE | $233 | $3,096-92.5% | $2,424-90.4% | $4,663-95.0% |
| Participant deferral / active EE | $1,578 | $4,919-67.9% | $4,416-64.3% | $6,691-76.4% |
| Admin fee / account holder | $50 | $10,256-99.5% | $8,291-99.4% | $13,402-99.6% |