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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 | $79,988 | $56,197+42.3% | $67,652+18.2% | $59,633+34.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 0.00% | 18508.10%-18508.1pp | 6625.40%-6625.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $93 | $1,615-94.3% | $2,266-95.9% | $2,203-95.8% |
| Participant deferral / active EE | $1,374 | $2,844-51.7% | $3,560-61.4% | $3,192-57.0% |
| Admin fee / account holder | $61 | $3,958-98.5% | $4,821-98.7% | $4,297-98.6% |