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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 | $78,344 | $84,685-7.5% | $73,836+6.1% | $125,389-37.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 4.18% | 3123.80%-3119.6pp | 2268.06%-2263.9pp | 282.24%-278.1pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,944 | $3,993+23.8% | $3,583+38.0% | $5,352-7.6% |
| Admin fee / account holder | $32 | $5,694-99.4% | $4,882-99.3% | $9,541-99.7% |