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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 | $68,282 | $138,076-50.5% | $123,553-44.7% | $135,380-49.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.95% | 153.70%-159.6pp | 119.21%-125.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | -$473 | $5,152-109.2% | $4,628-110.2% | $4,779-109.9% |
| Participant deferral / active EE | $27,020 | $6,800+297.4% | $6,426+320.5% | $5,609+381.7% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |