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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 | $43,011 | $150,447-71.4% | $136,298-68.4% | $147,586-70.9% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 18.32% | 1049.15%-1030.8pp | 5156.27%-5138.0pp | 578.59%-560.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,750 | $6,631-13.3% | $6,247-8.0% | $5,439+5.7% |
| Admin fee / account holder | $200 | $10,906-98.2% | $9,244-97.8% | $10,886-98.2% |