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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 | $56,345 | $112,935-50.1% | $90,970-38.1% | $158,966-64.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 26.55% | 215.79%-189.2pp | 134.58%-108.0pp | 302.95%-276.4pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,000 | $4,129+190.6% | $3,373+255.7% | $5,983+100.6% |
| Admin fee / account holder | $82 | $8,045-99.0% | $5,960-98.6% | $11,250-99.3% |