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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 | $78,698 | $111,878-29.7% | $93,727-16.0% | $145,897-46.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 42.27% | 204.28%-162.0pp | 133.83%-91.6pp | 552.29%-510.0pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,357 | $4,920-11.4% | $4,417-1.4% | $6,689-34.9% |
| Admin fee / account holder | $96 | $10,256-99.1% | $8,292-98.8% | $13,390-99.3% |