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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 | $67,386 | $180,462-62.7% | $154,111-56.3% | $135,379-50.2% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -7.05% | 888.17%-895.2pp | 735.18%-742.2pp | 519.79%-526.8pp |
| Employer contribution / active EE | $1,108 | $6,036-81.6% | $5,298-79.1% | $4,779-76.8% |
| Participant deferral / active EE | $5,813 | $5,806+0.1% | $5,081+14.4% | $5,609+3.6% |
| Admin fee / account holder | $72 | $16,145-99.6% | $13,411-99.5% | $10,828-99.3% |