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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 | $40,804 | $167,352-75.6% | $143,788-71.6% | $134,509-69.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.03%0pp | 418.13%-418.1pp |
| Employer contribution / active EE | $636 | $5,620-88.7% | $4,952-87.1% | $4,741-86.6% |
| Participant deferral / active EE | $2,865 | $6,447-55.6% | $5,638-49.2% | $6,400-55.2% |
| Admin fee / account holder | $120 | $18,091-99.3% | $14,675-99.2% | $11,427-98.9% |