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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 | $33,443 | $99,921-66.5% | $85,009-60.7% | $145,959-77.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 32.19% | 83.89%-51.7pp | 66.47%-34.3pp | 561.95%-529.8pp |
| Employer contribution / active EE | $25 | $3,233-99.2% | $2,728-99.1% | $4,661-99.5% |
| Participant deferral / active EE | $0 | $5,293-100.0% | $4,522-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |