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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 | $60,001 | $103,038-41.8% | $90,324-33.6% | $152,909-60.8% |
| Participation rate | 72.7% | 75.9%-3.2pp | 73.3%-0.6pp | 82.5%-9.7pp |
| Annual return | 43.86% | 95.25%-51.4pp | 78.15%-34.3pp | 345.46%-301.6pp |
| Employer contribution / active EE | $83 | $3,141-97.4% | $2,856-97.1% | $4,764-98.3% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |