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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 | $22,931 | $138,075-83.4% | $123,552-81.4% | $135,379-83.1% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -9.03% | 153.70%-162.7pp | 119.20%-128.2pp | 519.79%-528.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,472 | $6,800-19.5% | $6,426-14.8% | $5,609-2.4% |
| Admin fee / account holder | $107 | $10,917-99.0% | $9,285-98.8% | $10,828-99.0% |