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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 | $23,603 | $97,732-75.8% | $83,831-71.8% | $135,380-82.6% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -7.27% | 1287.56%-1294.8pp | 850.99%-858.3pp | 519.81%-527.1pp |
| Employer contribution / active EE | $274 | $4,222-93.5% | $3,631-92.5% | $4,779-94.3% |
| Participant deferral / active EE | $1,736 | $4,683-62.9% | $4,082-57.5% | $5,609-69.0% |
| Admin fee / account holder | $208 | $6,675-96.9% | $5,479-96.2% | $10,828-98.1% |