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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 | $64,178 | $90,617-29.2% | $79,476-19.2% | $135,382-52.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.67% | 977.57%-980.2pp | 718.21%-720.9pp | 519.77%-522.4pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,378 | $4,050+106.9% | $3,704+126.2% | $5,609+49.4% |
| Admin fee / account holder | $246 | $5,907-95.8% | $5,113-95.2% | $10,829-97.7% |