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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 | $123,854-41.5% | $69,623+4.0% | $145,884-50.4% |
| Participation rate | 88.9% | 69.2%+19.7pp | 66.4%+22.5pp | 80.3%+8.6pp |
| Annual return | 19.51% | 192.35%-172.8pp | 101.23%-81.7pp | 551.85%-532.3pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,709-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,473 | $4,242+194.0% | $2,890+331.6% | $6,690+86.5% |
| Admin fee / account holder | $19 | $7,822-99.8% | $4,696-99.6% | $13,392-99.9% |