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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 | $219,824 | $100,938+117.8% | $90,461+143.0% | $158,982+38.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 35.22% | 1727.20%-1692.0pp | 1294.76%-1259.5pp | 302.99%-267.8pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $10,150 | $4,350+133.4% | $3,964+156.0% | $5,983+69.6% |
| Admin fee / account holder | $83 | $6,510-98.7% | $5,617-98.5% | $11,252-99.3% |