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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 | $32,228 | $84,685-61.9% | $73,836-56.4% | $125,389-74.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 3.69% | 3123.80%-3120.1pp | 2268.06%-2264.4pp | 282.24%-278.5pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,116 | $3,993-22.0% | $3,583-13.0% | $5,352-41.8% |
| Admin fee / account holder | -$166 | $5,694-102.9% | $4,882-103.4% | $9,541-101.7% |