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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 | $60,982 | $109,411-44.3% | $89,435-31.8% | $158,982-61.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 15.62% | 345.68%-330.1pp | 245.55%-229.9pp | 302.99%-287.4pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,836 | $4,600-60.1% | $3,890-52.8% | $5,983-69.3% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |