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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 | $121,405 | $70,366+72.5% | $66,674+82.1% | $138,895-12.6% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.7%+13.8pp | 79.9%+7.6pp |
| Annual return | 45.33% | 386.41%-341.1pp | 321.24%-275.9pp | 145.39%-100.1pp |
| Employer contribution / active EE | $125 | $2,765-95.5% | $2,620-95.2% | $4,194-97.0% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |