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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 | $15,478 | $95,193-83.7% | $76,523-79.8% | $135,382-88.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 30.14% | 4.85%+25.3pp | -0.27%+30.4pp | 519.77%-489.6pp |
| Employer contribution / active EE | $71 | $3,302-97.8% | $2,647-97.3% | $4,779-98.5% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $3,835-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8 | $6,249-99.9% | $4,848-99.8% | $10,829-99.9% |