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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 | $67,726 | $96,691-30.0% | $86,656-21.8% | $139,487-51.4% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 196.73% | 106.87%+89.9pp | 593.09%-396.4pp | 373.84%-177.1pp |
| Employer contribution / active EE | $150 | $3,267-95.4% | $3,025-95.0% | $4,755-96.8% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |