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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 | $14,597 | $121,637-88.0% | $104,605-86.0% | $158,931-90.8% |
| Participation rate | 90.0% | 77.5%+12.5pp | 74.1%+15.9pp | 82.0%+8.0pp |
| Annual return | 7.63% | 465.32%-457.7pp | 340.46%-332.8pp | 302.86%-295.2pp |
| Employer contribution / active EE | $50 | $3,163-98.4% | $2,681-98.1% | $4,761-98.9% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,739-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $7,788-100.0% | $6,473-100.0% | $11,247-100.0% |