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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 | $16,220 | $100,895-83.9% | $90,430-82.1% | $158,950-89.8% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 18.06% | 1725.54%-1707.5pp | 1293.73%-1275.7pp | 302.91%-284.9pp |
| Employer contribution / active EE | $74 | $3,689-98.0% | $3,262-97.7% | $4,762-98.5% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $121 | $6,505-98.1% | $5,613-97.9% | $11,248-98.9% |