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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 | $33,408 | $103,038-67.6% | $90,324-63.0% | $152,909-78.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 28.57% | 95.25%-66.7pp | 78.15%-49.6pp | 345.46%-316.9pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,360 | $4,282-21.5% | $3,885-13.5% | $5,851-42.6% |
| Admin fee / account holder | $96 | $6,177-98.4% | $5,356-98.2% | $11,601-99.2% |