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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 | $38,709 | $180,459-78.5% | $154,108-74.9% | $135,380-71.4% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | -5.40% | 888.21%-893.6pp | 735.21%-740.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $532 | $6,035-91.2% | $5,298-90.0% | $4,779-88.9% |
| Participant deferral / active EE | $2,828 | $5,806-51.3% | $5,081-44.3% | $5,609-49.6% |
| Admin fee / account holder | $31 | $16,145-99.8% | $13,411-99.8% | $10,828-99.7% |