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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 | $2,424 | $29,319-91.7% | $52,425-95.4% | $82,448-97.1% |
| Participation rate | 70.5% | 46.9%+23.6pp | 55.6%+14.8pp | 68.1%+2.4pp |
| Annual return | 27.55% | 535.20%-507.6pp | 302.12%-274.6pp | 41.64%-14.1pp |
| Employer contribution / active EE | $1 | $586-99.9% | $914-99.9% | $2,551-100.0% |
| Participant deferral / active EE | $1,402 | $1,171+19.7% | $1,790-21.7% | $4,139-66.1% |
| Admin fee / account holder | $42 | $1,962-97.9% | $2,495-98.3% | $7,234-99.4% |