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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 | $29,965 | $92,766-67.7% | $82,763-63.8% | $134,545-77.7% |
| Participation rate | 76.9% | 75.2%+1.7pp | 72.6%+4.4pp | 81.2%-4.3pp |
| Annual return | 3114.57% | 946.97%+2167.6pp | 702.45%+2412.1pp | 418.37%+2696.2pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,324 | $4,802-72.4% | $4,395-69.9% | $6,401-79.3% |
| Admin fee / account holder | $190 | $5,978-96.8% | $5,325-96.4% | $11,431-98.3% |