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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 | $54,041 | $73,518-26.5% | $63,003-14.2% | $147,585-63.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.86% | 175.46%-156.6pp | 87.59%-68.7pp | 578.57%-559.7pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,791 | $4,183+14.5% | $3,329+43.9% | $5,439-11.9% |
| Admin fee / account holder | $7 | $5,952-99.9% | $3,600-99.8% | $10,885-99.9% |