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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 | $13,056 | $70,366-81.4% | $66,674-80.4% | $138,895-90.6% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.7%+12.0pp | 79.9%+5.8pp |
| Annual return | 22.19% | 386.41%-364.2pp | 321.24%-299.1pp | 145.39%-123.2pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,962 | $4,374-9.4% | $4,084-3.0% | $6,396-38.1% |
| Admin fee / account holder | $76 | $5,262-98.6% | $5,098-98.5% | $12,562-99.4% |