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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 | $36,139 | $157,304-77.0% | $141,197-74.4% | $152,909-76.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 36.69% | 64.34%-27.6pp | 71.41%-34.7pp | 345.46%-308.8pp |
| Employer contribution / active EE | $34 | $5,263-99.4% | $4,736-99.3% | $4,764-99.3% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $21 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |