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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 | $21,343 | $100,139-78.7% | $85,187-74.9% | $145,884-85.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 82.90% | 84.15%-1.2pp | 66.67%+16.2pp | 551.85%-468.9pp |
| Employer contribution / active EE | $109 | $3,238-96.6% | $2,732-96.0% | $4,662-97.7% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $22 | $7,262-99.7% | $6,162-99.6% | $13,392-99.8% |