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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 | $51,919 | $67,372-22.9% | $60,906-14.8% | $134,532-61.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 35.52% | 50.05%-14.5pp | 16.94%+18.6pp | 418.27%-382.7pp |
| Employer contribution / active EE | $286 | $3,099-90.8% | $2,703-89.4% | $4,741-94.0% |
| Participant deferral / active EE | $0 | $4,532-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $15 | $4,588-99.7% | $3,227-99.5% | $11,429-99.9% |