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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 | $17,501 | $96,630-81.9% | $86,605-79.8% | $139,427-87.4% |
| Participation rate | 70.0% | 74.4%-4.4pp | 71.7%-1.7pp | 80.3%-10.3pp |
| Annual return | 0.00% | 106.48%-106.5pp | 591.39%-591.4pp | 373.27%-373.3pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $5,305 | $4,836+9.7% | $4,438+19.6% | $6,711-20.9% |
| Admin fee / account holder | $41 | $6,405-99.4% | $5,611-99.3% | $11,404-99.6% |