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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 | $62,500 | $105,210-40.6% | $159,487-60.8% | $85,851-27.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 299.06% | 45.08%+254.0pp | 263.71%+35.4pp | 318.63%-19.6pp |
| Employer contribution / active EE | $147 | $3,319-95.6% | $4,831-96.9% | $2,565-94.3% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $41 | $6,934-99.4% | $10,804-99.6% | $6,261-99.3% |