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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 | $16,984 | $109,344-84.5% | $89,400-81.0% | $158,950-89.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 14.85% | 345.73%-330.9pp | 245.64%-230.8pp | 302.91%-288.1pp |
| Employer contribution / active EE | $17 | $3,170-99.5% | $2,586-99.3% | $4,762-99.6% |
| Participant deferral / active EE | $2,750 | $4,599-40.2% | $3,890-29.3% | $5,983-54.0% |
| Admin fee / account holder | $0 | $6,154-100.0% | $4,882-100.0% | $11,248-100.0% |