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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 | $64,481 | $102,828-37.3% | $105,387-38.8% | $152,909-57.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 20.85%-20.9pp | 26.82%-26.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $565 | $4,473-87.4% | $4,213-86.6% | $4,764-88.1% |
| Participant deferral / active EE | $2,373 | $5,465-56.6% | $5,502-56.9% | $5,851-59.5% |
| Admin fee / account holder | $1 | $8,683-100.0% | $6,559-100.0% | $11,601-100.0% |