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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 | $9,280 | $109,905-91.6% | $98,506-90.6% | $167,553-94.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.58% | 1960.20%-1944.6pp | 1494.92%-1479.3pp | 478.89%-463.3pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,212 | $4,674-9.9% | $4,277-1.5% | $6,343-33.6% |
| Admin fee / account holder | $3 | $6,760-100.0% | $5,955-100.0% | $12,316-100.0% |