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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 | $84,289 | $138,102-39.0% | $125,381-32.8% | $134,532-37.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.20% | 750.73%-760.9pp | 572.31%-582.5pp | 418.27%-428.5pp |
| Employer contribution / active EE | $352 | $5,245-93.3% | $4,815-92.7% | $4,741-92.6% |
| Participant deferral / active EE | $5,032 | $7,801-35.5% | $7,448-32.4% | $6,401-21.4% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |