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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 | $156,408 | $78,694+98.8% | $67,652+131.2% | $125,389+24.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 37.33% | 9.46%+27.9pp | 6625.40%-6588.1pp | 282.24%-244.9pp |
| Employer contribution / active EE | $207 | $3,044-93.2% | $2,266-90.9% | $4,866-95.7% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |