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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 | $84,697-61.9% | $73,845-56.4% | $125,393-74.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 3.69% | 3123.66%-3120.0pp | 2267.91%-2264.2pp | 282.23%-278.5pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,116 | $3,993-22.0% | $3,583-13.0% | $5,351-41.8% |
| Admin fee / account holder | -$166 | $5,692-102.9% | $4,881-103.4% | $9,541-101.7% |