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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 | $68,198 | $97,761-30.2% | $83,850-18.7% | $135,382-49.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.95% | 1287.44%-1296.4pp | 850.92%-859.9pp | 519.77%-528.7pp |
| Employer contribution / active EE | $628 | $4,222-85.1% | $3,631-82.7% | $4,779-86.9% |
| Participant deferral / active EE | $2,147 | $4,682-54.1% | $4,082-47.4% | $5,609-61.7% |
| Admin fee / account holder | $42 | $6,674-99.4% | $5,478-99.2% | $10,829-99.6% |