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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 | $50,621 | $198,457-74.5% | $170,435-70.3% | $147,586-65.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.12% | 257.30%-243.2pp | 205.94%-191.8pp | 578.59%-564.5pp |
| Employer contribution / active EE | $1,263 | $6,183-79.6% | $5,432-76.7% | $4,876-74.1% |
| Participant deferral / active EE | $2,840 | $5,629-49.6% | $4,939-42.5% | $5,439-47.8% |
| Admin fee / account holder | $7 | $16,852-100.0% | $13,881-99.9% | $10,886-99.9% |