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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 | $14,358 | $103,008-86.1% | $90,304-84.1% | $152,897-90.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.56% | 95.22%-72.7pp | 78.13%-55.6pp | 345.43%-322.9pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,661 | $4,281-61.2% | $3,885-57.2% | $5,851-71.6% |
| Admin fee / account holder | $82 | $6,175-98.7% | $5,354-98.5% | $11,599-99.3% |