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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 | $65,173 | $106,005-38.5% | $92,239-29.3% | $147,585-55.8% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 16.66% | 50.05%-33.4pp | 176.29%-159.6pp | 578.58%-561.9pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,757 | $4,478+6.2% | $3,897+22.1% | $5,439-12.5% |
| Admin fee / account holder | $67 | $6,333-98.9% | $5,194-98.7% | $10,886-99.4% |