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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 | $24,781 | $138,078-82.1% | $125,363-80.2% | $134,509-81.6% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -19.55% | 750.49%-770.0pp | 572.15%-591.7pp | 418.13%-437.7pp |
| Employer contribution / active EE | $630 | $5,245-88.0% | $4,815-86.9% | $4,741-86.7% |
| Participant deferral / active EE | $6,899 | $7,800-11.6% | $7,447-7.4% | $6,400+7.8% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |