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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 | $71,372 | $202,342-64.7% | $172,752-58.7% | $152,897-53.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 1029.83%-1029.8pp | 802.97%-803.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,226 | $5,858-79.1% | $5,144-76.2% | $4,764-74.3% |
| Participant deferral / active EE | $3,587 | $5,948-39.7% | $5,198-31.0% | $5,851-38.7% |
| Admin fee / account holder | $103 | $17,111-99.4% | $13,955-99.3% | $11,599-99.1% |