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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 | $41,910 | $165,939-74.7% | $122,354-65.7% | $147,586-71.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.37% | 34.56%-18.2pp | 30.28%-13.9pp | 578.59%-562.2pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,092 | $4,005+127.0% | $3,287+176.6% | $5,439+67.2% |
| Admin fee / account holder | $9 | $7,425-99.9% | $5,479-99.8% | $10,886-99.9% |