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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 | $2,863 | $27,639-89.6% | $61,501-95.3% | $68,490-95.8% |
| Participation rate | 90.0% | 39.5%+50.5pp | 52.6%+37.4pp | 67.9%+22.1pp |
| Annual return | -16.05% | -13.19%-2.9pp | 339.04%-355.1pp | -7.85%-8.2pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $990 | $1,264-21.6% | $2,125-53.4% | $4,028-75.4% |
| Admin fee / account holder | $237 | $2,012-88.2% | $2,132-88.9% | $5,403-95.6% |