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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 | $32,565 | $180,459-82.0% | $154,108-78.9% | $135,380-75.9% |
| Participation rate | 77.3% | 87.4%-10.2pp | 83.0%-5.8pp | 82.6%-5.4pp |
| Annual return | -4.44% | 888.21%-892.6pp | 735.21%-739.6pp | 519.81%-524.2pp |
| Employer contribution / active EE | $72 | $6,035-98.8% | $5,298-98.6% | $4,779-98.5% |
| Participant deferral / active EE | $3,985 | $5,806-31.4% | $5,081-21.6% | $5,609-29.0% |
| Admin fee / account holder | $267 | $16,145-98.3% | $13,411-98.0% | $10,828-97.5% |