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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 | $17,255 | $49,896-65.4% | $80,627-78.6% | $75,173-77.0% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 42.47% | 34.67%+7.8pp | 936.76%-894.3pp | 160.72%-118.2pp |
| Employer contribution / active EE | $143 | $1,699-91.6% | $2,723-94.8% | $2,671-94.7% |
| Participant deferral / active EE | $815 | $2,992-72.8% | $4,443-81.7% | $4,126-80.2% |
| Admin fee / account holder | $66 | $3,578-98.2% | $5,381-98.8% | $5,651-98.8% |