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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 | $2,327 | $29,716-92.2% | $56,077-95.9% | $80,925-97.1% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 20.04% | 35.30%-15.3pp | 1709.28%-1689.2pp | 35.65%-15.6pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $862 | $1,228-29.8% | $1,954-55.9% | $4,299-80.0% |
| Admin fee / account holder | $59 | $2,432-97.6% | $2,825-97.9% | $6,940-99.1% |