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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 | $99,002 | $88,754+11.5% | $81,820+21.0% | $145,877-32.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.73% | 1031.77%-1016.0pp | 777.93%-762.2pp | 551.28%-535.6pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $33,552 | $4,648+621.9% | $4,323+676.2% | $6,691+401.5% |
| Admin fee / account holder | $52 | $8,424-99.4% | $7,391-99.3% | $13,402-99.6% |