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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 | $53,838 | $202,345-73.4% | $172,755-68.8% | $152,885-64.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 35.65% | 1029.77%-994.1pp | 802.94%-767.3pp | 345.39%-309.7pp |
| Employer contribution / active EE | $1,106 | $5,858-81.1% | $5,144-78.5% | $4,763-76.8% |
| Participant deferral / active EE | $6,333 | $5,948+6.5% | $5,198+21.8% | $5,851+8.2% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |