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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 | $25,304 | $150,447-83.2% | $136,298-81.4% | $147,586-82.9% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 20.14% | 1049.15%-1029.0pp | 5156.27%-5136.1pp | 578.59%-558.5pp |
| Employer contribution / active EE | $662 | $5,256-87.4% | $4,696-85.9% | $4,876-86.4% |
| Participant deferral / active EE | $4,155 | $6,631-37.3% | $6,247-33.5% | $5,439-23.6% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |