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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 | $62,077 | $152,591-59.3% | $117,529-47.2% | $134,545-53.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -15.90% | 53.04%-68.9pp | 29.77%-45.7pp | 418.37%-434.3pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $16,104 | $4,821+234.0% | $4,072+295.4% | $6,401+151.6% |
| Admin fee / account holder | $20 | $7,004-99.7% | $5,645-99.6% | $11,431-99.8% |