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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 | $223,663 | $289,211-22.7% | $260,467-14.1% | $198,609+12.6% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 14.74% | 112.90%-98.2pp | 100.60%-85.9pp | 202.70%-188.0pp |
| Employer contribution / active EE | $416 | $4,663-91.1% | $4,239-90.2% | $5,055-91.8% |
| Participant deferral / active EE | $1,575 | $6,812-76.9% | $6,319-75.1% | $6,977-77.4% |
| Admin fee / account holder | $0 | $16,236-100.0% | $15,461-100.0% | $19,030-100.0% |