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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 | $34,763 | $105,200-67.0% | $159,474-78.2% | $85,847-59.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 49.96% | 45.08%+4.9pp | 263.68%-213.7pp | 318.61%-268.7pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,033 | $5,946+51.9% | $7,353+22.8% | $3,952+128.6% |
| Admin fee / account holder | $66 | $6,934-99.1% | $10,802-99.4% | $6,261-98.9% |