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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 | $235,645 | $88,710+165.6% | $81,783+188.1% | $145,959+61.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 23.44% | 1027.26%-1003.8pp | 775.05%-751.6pp | 561.95%-538.5pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $9,850 | $4,645+112.1% | $4,320+128.0% | $6,689+47.3% |
| Admin fee / account holder | $5 | $8,407-99.9% | $7,380-99.9% | $13,398-100.0% |