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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 | $72,416 | $123,982-41.6% | $69,701+3.9% | $145,959-50.4% |
| Participation rate | 88.9% | 69.2%+19.7pp | 66.4%+22.4pp | 80.3%+8.6pp |
| Annual return | 19.51% | 191.01%-171.5pp | 100.32%-80.8pp | 561.95%-542.4pp |
| Employer contribution / active EE | $0 | $2,681-100.0% | $1,713-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $12,473 | $4,236+194.5% | $2,887+332.0% | $6,689+86.5% |
| Admin fee / account holder | $19 | $7,867-99.8% | $4,717-99.6% | $13,398-99.9% |