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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 | $116,251 | $81,643+42.4% | $70,462+65.0% | $158,950-26.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 11.66% | 208.51%-196.9pp | 109.08%-97.4pp | 302.91%-291.3pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $13,100 | $4,555+187.6% | $3,710+253.1% | $5,983+119.0% |
| Admin fee / account holder | $0 | $6,194-100.0% | $3,845-100.0% | $11,248-100.0% |