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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 | $6,887 | $96,678-92.9% | $86,640-92.1% | $139,466-95.1% |
| Participation rate | 88.2% | 74.4%+13.8pp | 71.7%+16.5pp | 80.3%+7.9pp |
| Annual return | 24.30% | 106.69%-82.4pp | 592.52%-568.2pp | 373.66%-349.4pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,327 | $4,837-31.2% | $4,438-25.0% | $6,712-50.4% |
| Admin fee / account holder | $56 | $6,410-99.1% | $5,616-99.0% | $11,409-99.5% |