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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 | $30,899 | $209,425-85.2% | $178,499-82.7% | $158,966-80.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 36.40% | 188.80%-152.4pp | 151.10%-114.7pp | 302.95%-266.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,536 | $5,955-23.8% | $5,202-12.8% | $5,983-24.2% |
| Admin fee / account holder | $60 | $17,078-99.6% | $13,986-99.6% | $11,250-99.5% |