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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 | $65,391 | $90,607-27.8% | $79,467-17.7% | $135,380-51.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 1.49% | 977.74%-976.2pp | 718.30%-716.8pp | 519.81%-518.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,821 | $4,050-55.0% | $3,704-50.8% | $5,609-67.5% |
| Admin fee / account holder | $143 | $5,895-97.6% | $5,104-97.2% | $10,828-98.7% |