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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 | $29,749 | $150,447-80.2% | $136,298-78.2% | $147,586-79.8% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 23.86% | 1049.15%-1025.3pp | 5156.27%-5132.4pp | 578.59%-554.7pp |
| Employer contribution / active EE | $683 | $5,256-87.0% | $4,696-85.5% | $4,876-86.0% |
| Participant deferral / active EE | $7,946 | $6,631+19.8% | $6,247+27.2% | $5,439+46.1% |
| Admin fee / account holder | $220 | $10,906-98.0% | $9,244-97.6% | $10,886-98.0% |