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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 | $99,954 | $99,668+0.3% | $86,451+15.6% | $134,545-25.7% |
| Participation rate | 83.3% | 82.1%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -20.11% | 6789.61%-6809.7pp | 4398.51%-4418.6pp | 418.37%-438.5pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $10,362 | $7,249+42.9% | $6,953+49.0% | $6,401+61.9% |
| Admin fee / account holder | $53 | $8,377-99.4% | $6,734-99.2% | $11,431-99.5% |