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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 | $75,235 | $173,526-56.6% | $136,072-44.7% | $145,884-48.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 12.79% | 1167.12%-1154.3pp | 580.46%-567.7pp | 551.85%-539.1pp |
| Employer contribution / active EE | $552 | $5,285-89.6% | $4,216-86.9% | $4,662-88.2% |
| Participant deferral / active EE | $6,440 | $8,711-26.1% | $7,028-8.4% | $6,690-3.7% |
| Admin fee / account holder | $0 | $9,665-100.0% | $6,718-100.0% | $13,392-100.0% |