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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 | $49,764 | $91,198-45.4% | $178,503-72.1% | $79,856-37.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 57.46% | 24.20%+33.3pp | 151.12%-93.7pp | 31.71%+25.8pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,331 | $3,237+2.9% | $5,202-36.0% | $3,741-11.0% |
| Admin fee / account holder | $267 | $6,748-96.0% | $13,987-98.1% | $5,306-95.0% |