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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 | $59,443 | $77,416-23.2% | $69,464-14.4% | $152,897-61.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 33.60% | 39.08%-5.5pp | 28.98%+4.6pp | 345.43%-311.8pp |
| Employer contribution / active EE | $215 | $3,315-93.5% | $2,779-92.3% | $4,764-95.5% |
| Participant deferral / active EE | $0 | $4,413-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |