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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 | $59,739 | $105,145-43.2% | $94,664-36.9% | $139,466-57.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 131.66% | 38.09%+93.6pp | 156.84%-25.2pp | 373.66%-242.0pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $14,750 | $7,599+94.1% | $7,417+98.9% | $6,712+119.8% |
| Admin fee / account holder | $214 | $8,972-97.6% | $7,222-97.0% | $11,409-98.1% |