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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 | $1,393 | $29,319-95.2% | $52,425-97.3% | $82,448-98.3% |
| Participation rate | 78.2% | 46.9%+31.4pp | 55.6%+22.6pp | 68.1%+10.1pp |
| Annual return | 24.68% | 535.20%-510.5pp | 302.12%-277.4pp | 41.64%-17.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $710 | $1,171-39.4% | $1,790-60.3% | $4,139-82.8% |
| Admin fee / account holder | $68 | $1,962-96.5% | $2,495-97.3% | $7,234-99.1% |