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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 | $69,118 | $150,447-54.1% | $136,298-49.3% | $147,586-53.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.35% | 1049.15%-1031.8pp | 5156.27%-5138.9pp | 578.59%-561.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $16,829 | $6,631+153.8% | $6,247+169.4% | $5,439+209.4% |
| Admin fee / account holder | $55 | $10,906-99.5% | $9,244-99.4% | $10,886-99.5% |