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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 | $7,926 | $109,967-92.8% | $97,197-91.8% | $145,877-94.6% |
| Participation rate | 85.7% | 76.0%+9.8pp | 72.7%+13.0pp | 80.3%+5.4pp |
| Annual return | 12.18% | 244.27%-232.1pp | 75.47%-63.3pp | 551.28%-539.1pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,689 | $4,676+21.7% | $4,263+33.4% | $6,691-15.0% |
| Admin fee / account holder | $3 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |