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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 | $185,515 | $100,911+83.8% | $90,440+105.1% | $158,966+16.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.71% | 1726.62%-1708.9pp | 1294.38%-1276.7pp | 302.95%-285.2pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,166 | $4,348+18.8% | $3,964+30.3% | $5,983-13.7% |
| Admin fee / account holder | $2 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |