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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 | $123,859-41.5% | $69,632+4.0% | $145,897-50.4% |
| Participation rate | 88.9% | 69.2%+19.7pp | 66.4%+22.5pp | 80.3%+8.6pp |
| Annual return | 19.51% | 192.49%-173.0pp | 101.32%-81.8pp | 552.29%-532.8pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,708-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,473 | $4,242+194.0% | $2,889+331.8% | $6,689+86.5% |
| Admin fee / account holder | $19 | $7,817-99.8% | $4,695-99.6% | $13,390-99.9% |