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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 | $92,298 | $124,351-25.8% | $109,188-15.5% | $167,553-44.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 222.45% | 26.04%+196.4pp | 25.76%+196.7pp | 478.89%-256.4pp |
| Employer contribution / active EE | $503 | $4,210-88.1% | $3,723-86.5% | $4,840-89.6% |
| Participant deferral / active EE | $12,910 | $5,257+145.6% | $4,654+177.4% | $6,343+103.5% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |