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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 | $12,144 | $90,320-86.6% | $59,496-79.6% | $125,389-90.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -2.25% | 369.13%-371.4pp | 182.05%-184.3pp | 282.24%-284.5pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $1,153-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,809 | $2,716+3.4% | $1,829+53.6% | $5,352-47.5% |
| Admin fee / account holder | $89 | $3,063-97.1% | $2,232-96.0% | $9,541-99.1% |