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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 | $72,594 | $97,732-25.7% | $83,831-13.4% | $135,380-46.4% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | 13.09% | 1287.56%-1274.5pp | 850.99%-837.9pp | 519.81%-506.7pp |
| Employer contribution / active EE | $625 | $4,222-85.2% | $3,631-82.8% | $4,779-86.9% |
| Participant deferral / active EE | $2,954 | $4,683-36.9% | $4,082-27.6% | $5,609-47.3% |
| Admin fee / account holder | $8 | $6,675-99.9% | $5,479-99.9% | $10,828-99.9% |