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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 | $28,106 | $102,385-72.5% | $147,080-80.9% | $80,935-65.3% |
| Participation rate | 70.4% | 75.9%-5.4pp | 82.2%-11.8pp | 67.7%+2.8pp |
| Annual return | 195.61% | 135.09%+60.5pp | 420.17%-224.6pp | 35.66%+160.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,657 | $6,651+90.3% | $8,066+56.9% | $4,299+194.4% |
| Admin fee / account holder | $165 | $7,951-97.9% | $12,989-98.7% | $6,924-97.6% |