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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 | $15,778 | $180,749-91.3% | $160,784-90.2% | $137,256-88.5% |
| Participation rate | 82.6% | 80.0%+2.6pp | 77.0%+5.7pp | 80.0%+2.6pp |
| Annual return | 88.33% | 2234.46%-2146.1pp | 1803.92%-1715.6pp | 220.34%-132.0pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,810 | $6,844-59.0% | $6,293-55.4% | $6,407-56.1% |
| Admin fee / account holder | $64 | $10,397-99.4% | $9,717-99.3% | $12,270-99.5% |