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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 | $98,901 | $118,708-16.7% | $98,9200% | $158,966-37.8% |
| Participation rate | 88.9% | 77.8%+11.1pp | 76.0%+12.9pp | 82.0%+6.9pp |
| Annual return | 14.04% | 372.49%-358.4pp | 196.47%-182.4pp | 302.95%-288.9pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,379 | $5,089-14.0% | $4,245+3.2% | $5,983-26.8% |
| Admin fee / account holder | $33 | $10,134-99.7% | $6,643-99.5% | $11,250-99.7% |