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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 | $111,113 | $88,778+25.2% | $81,844+35.8% | $145,884-23.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.69% | 1033.03%-1023.3pp | 778.87%-769.2pp | 551.85%-542.2pp |
| Employer contribution / active EE | $193 | $3,087-93.7% | $2,916-93.4% | $4,662-95.9% |
| Participant deferral / active EE | $14,865 | $4,648+219.8% | $4,323+243.8% | $6,690+122.2% |
| Admin fee / account holder | $12 | $8,430-99.9% | $7,355-99.8% | $13,392-99.9% |