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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 | $154,656 | $92,684+66.9% | $82,706+87.0% | $134,509+15.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 32.89% | 945.84%-913.0pp | 701.76%-668.9pp | 418.13%-385.2pp |
| Employer contribution / active EE | $200 | $3,272-93.9% | $3,007-93.3% | $4,741-95.8% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $119 | $5,982-98.0% | $5,329-97.8% | $11,427-99.0% |