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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 | $10,426 | $100,139-89.6% | $85,187-87.8% | $145,884-92.9% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 80.33% | 84.15%-3.8pp | 66.67%+13.7pp | 551.85%-471.5pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,809 | $5,296+28.6% | $4,525+50.5% | $6,690+1.8% |
| Admin fee / account holder | $39 | $7,262-99.5% | $6,162-99.4% | $13,392-99.7% |