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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 | $84,605 | $149,040-43.2% | $120,225-29.6% | $137,256-38.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.63% | 605.68%-592.1pp | 439.23%-425.6pp | 220.34%-206.7pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,206 | $4,655+33.3% | $3,999+55.2% | $6,407-3.1% |
| Admin fee / account holder | $75 | $6,348-98.8% | $5,696-98.7% | $12,270-99.4% |