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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 | $79,924 | $138,078-42.1% | $125,363-36.2% | $134,509-40.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.30% | 750.49%-769.8pp | 572.15%-591.5pp | 418.13%-437.4pp |
| Employer contribution / active EE | $784 | $5,245-85.1% | $4,815-83.7% | $4,741-83.5% |
| Participant deferral / active EE | $14,750 | $7,800+89.1% | $7,447+98.1% | $6,400+130.5% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |