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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 | $95,726 | $135,645-29.4% | $110,243-13.2% | $135,380-29.3% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.8%+13.0pp | 82.6%+10.2pp |
| Annual return | -6.11% | 513.24%-519.3pp | 314.76%-320.9pp | 519.81%-525.9pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,244 | $5,507-4.8% | $4,672+12.2% | $5,609-6.5% |
| Admin fee / account holder | $17 | $11,458-99.9% | $8,548-99.8% | $10,828-99.8% |