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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 | $16,535 | $92,684-82.2% | $82,706-80.0% | $134,509-87.7% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -18.56% | 945.84%-964.4pp | 701.76%-720.3pp | 418.13%-436.7pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,675 | $4,800-2.6% | $4,394+6.4% | $6,400-27.0% |
| Admin fee / account holder | $5 | $5,982-99.9% | $5,329-99.9% | $11,427-100.0% |