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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 | $88,040 | $84,708+3.9% | $75,714+16.3% | $167,536-47.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 24.40% | 199.62%-175.2pp | 104.62%-80.2pp | 478.82%-454.4pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,371 | $4,577-48.2% | $3,820-37.9% | $6,342-62.6% |
| Admin fee / account holder | $20 | $5,358-99.6% | $3,619-99.5% | $12,315-99.8% |