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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 | $35,127 | $84,685-58.5% | $73,836-52.4% | $125,389-72.0% |
| Participation rate | 85.7% | 76.8%+9.0pp | 73.4%+12.3pp | 83.2%+2.5pp |
| Annual return | 5.91% | 3123.80%-3117.9pp | 2268.06%-2262.1pp | 282.24%-276.3pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,571 | $3,993+64.6% | $3,583+83.4% | $5,352+22.8% |
| Admin fee / account holder | $139 | $5,694-97.6% | $4,882-97.1% | $9,541-98.5% |