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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 | $60,497 | $160,059-62.2% | $140,019-56.8% | $135,379-55.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.84% | 911.44%-916.3pp | 651.15%-656.0pp | 519.79%-524.6pp |
| Employer contribution / active EE | $1,306 | $6,420-79.7% | $5,605-76.7% | $4,779-72.7% |
| Participant deferral / active EE | $5,420 | $7,641-29.1% | $6,927-21.8% | $5,609-3.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |