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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 | $193,855 | $90,691+113.8% | $76,119+154.7% | $145,884+32.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 25.79% | 624.52%-598.7pp | 361.25%-335.5pp | 551.85%-526.1pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,000 | $5,167-41.9% | $4,259-29.6% | $6,690-55.2% |
| Admin fee / account holder | $63 | $8,383-99.2% | $6,421-99.0% | $13,392-99.5% |