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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 | $69,453 | $138,114-49.7% | $125,391-44.6% | $134,545-48.4% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -18.13% | 750.88%-769.0pp | 572.41%-590.5pp | 418.37%-436.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $14,675 | $7,801+88.1% | $7,448+97.0% | $6,401+129.2% |
| Admin fee / account holder | $27 | $11,570-99.8% | $10,009-99.7% | $11,431-99.8% |