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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 | $30,203 | $180,462-83.3% | $154,111-80.4% | $135,379-77.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.11% | 888.17%-894.3pp | 735.18%-741.3pp | 519.79%-525.9pp |
| Employer contribution / active EE | $820 | $6,036-86.4% | $5,298-84.5% | $4,779-82.9% |
| Participant deferral / active EE | $7,936 | $5,806+36.7% | $5,081+56.2% | $5,609+41.5% |
| Admin fee / account holder | $178 | $16,145-98.9% | $13,411-98.7% | $10,828-98.4% |