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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 | $24,161 | $134,817-82.1% | $123,973-80.5% | $155,188-84.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 16.57% | 515.49%-498.9pp | 388.13%-371.6pp | 148.84%-132.3pp |
| Employer contribution / active EE | $769 | $4,425-82.6% | $4,126-81.4% | $4,248-81.9% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $102 | $13,245-99.2% | $11,799-99.1% | $14,480-99.3% |