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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 | $96,439 | $105,158-8.3% | $94,672+1.9% | $139,487-30.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 348.04% | 38.11%+309.9pp | 156.89%+191.2pp | 373.84%-25.8pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $22,214 | $7,599+192.3% | $7,417+199.5% | $6,713+230.9% |
| Admin fee / account holder | $32 | $8,972-99.6% | $7,222-99.6% | $11,407-99.7% |