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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 | $72,306 | $110,410-34.5% | $102,437-29.4% | $145,897-50.4% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.5%+20.5pp | 80.3%+14.7pp |
| Annual return | 52.55% | 24.85%+27.7pp | 24.95%+27.6pp | 552.29%-499.7pp |
| Employer contribution / active EE | $21 | $4,217-99.5% | $3,871-99.5% | $4,663-99.6% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |