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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 | $89,846 | $90,614-0.8% | $76,089+18.1% | $145,877-38.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 16.51% | 623.80%-607.3pp | 360.94%-344.4pp | 551.28%-534.8pp |
| Employer contribution / active EE | $503 | $3,324-84.9% | $2,690-81.3% | $4,663-89.2% |
| Participant deferral / active EE | $9,041 | $5,168+74.9% | $4,259+112.3% | $6,691+35.1% |
| Admin fee / account holder | $17 | $8,376-99.8% | $6,418-99.7% | $13,402-99.9% |