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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 | $60,505 | $154,467-60.8% | $130,270-53.6% | $139,487-56.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 19.62% | 30.58%-11.0pp | 38.89%-19.3pp | 373.84%-354.2pp |
| Employer contribution / active EE | $288 | $5,175-94.4% | $4,128-93.0% | $4,755-93.9% |
| Participant deferral / active EE | $3,360 | $8,497-60.5% | $6,797-50.6% | $6,713-49.9% |
| Admin fee / account holder | $0 | $9,222-100.0% | $6,022-100.0% | $11,407-100.0% |