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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 | $125,446 | $150,447-16.6% | $136,298-8.0% | $147,586-15.0% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 12.52% | 1049.15%-1036.6pp | 5156.27%-5143.7pp | 578.59%-566.1pp |
| Employer contribution / active EE | $819 | $5,256-84.4% | $4,696-82.6% | $4,876-83.2% |
| Participant deferral / active EE | $3,924 | $6,631-40.8% | $6,247-37.2% | $5,439-27.8% |
| Admin fee / account holder | $13 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |