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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 | $30,332 | $138,076-78.0% | $123,553-75.4% | $135,380-77.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $601 | $5,152-88.3% | $4,628-87.0% | $4,779-87.4% |
| Participant deferral / active EE | $4,358 | $6,800-35.9% | $6,426-32.2% | $5,609-22.3% |
| Admin fee / account holder | $41 | $10,917-99.6% | $9,284-99.6% | $10,828-99.6% |