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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 | $31,451 | $138,114-77.2% | $125,391-74.9% | $134,545-76.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.86% | 750.88%-766.7pp | 572.41%-588.3pp | 418.37%-434.2pp |
| Employer contribution / active EE | $683 | $5,246-87.0% | $4,816-85.8% | $4,742-85.6% |
| Participant deferral / active EE | $4,870 | $7,801-37.6% | $7,448-34.6% | $6,401-23.9% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |