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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 | $53,768 | $138,075-61.1% | $123,552-56.5% | $135,379-60.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.94% | 153.70%-160.6pp | 119.20%-126.1pp | 519.79%-526.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,652 | $6,800-46.3% | $6,426-43.2% | $5,609-34.9% |
| Admin fee / account holder | $29 | $10,917-99.7% | $9,285-99.7% | $10,828-99.7% |