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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 | $5,124 | $29,319-82.5% | $52,425-90.2% | $82,448-93.8% |
| Participation rate | 89.7% | 46.9%+42.8pp | 55.6%+34.0pp | 68.1%+21.6pp |
| Annual return | 19.85% | 535.20%-515.4pp | 302.12%-282.3pp | 41.64%-21.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,041 | $1,171-11.1% | $1,790-41.9% | $4,139-74.9% |
| Admin fee / account holder | $77 | $1,962-96.1% | $2,495-96.9% | $7,234-98.9% |