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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 | $40,173 | $115,810-65.3% | $101,271-60.3% | $158,966-74.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.49% | 56.15%-32.7pp | 46.48%-23.0pp | 302.95%-279.5pp |
| Employer contribution / active EE | $663 | $4,175-84.1% | $3,660-81.9% | $4,762-86.1% |
| Participant deferral / active EE | $2,863 | $4,958-42.3% | $4,371-34.5% | $5,983-52.1% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |