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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 | $82,948 | $226,105-63.3% | $182,540-54.6% | $152,897-45.7% |
| Participation rate | 89.5% | 82.5%+7.0pp | 78.0%+11.5pp | 82.5%+7.0pp |
| Annual return | 0.00% | 192.58%-192.6pp | 148.58%-148.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $470 | $4,978-90.6% | $4,076-88.5% | $4,764-90.1% |
| Participant deferral / active EE | $1,233 | $6,370-80.6% | $5,525-77.7% | $5,851-78.9% |
| Admin fee / account holder | $1 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |