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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 | $48,124 | $168,635-71.5% | $147,617-67.4% | $125,389-61.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.00% | 77.65%-77.7pp | 61.98%-62.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $115 | $6,252-98.2% | $5,564-97.9% | $4,866-97.6% |
| Participant deferral / active EE | $2,501 | $5,507-54.6% | $4,895-48.9% | $5,352-53.3% |
| Admin fee / account holder | $210 | $13,580-98.5% | $11,612-98.2% | $9,541-97.8% |