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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 | $27,164 | $91,037-70.2% | $71,671-62.1% | $147,586-81.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 30.57% | 20.48%+10.1pp | 20.65%+9.9pp | 578.59%-548.0pp |
| Employer contribution / active EE | $292 | $3,327-91.2% | $2,460-88.1% | $4,876-94.0% |
| Participant deferral / active EE | $10,333 | $4,498+129.7% | $3,438+200.6% | $5,439+90.0% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |