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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 | $19,213 | $99,011-80.6% | $86,582-77.8% | $147,586-87.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.81% | 1312.75%-1297.9pp | 965.08%-950.3pp | 578.59%-563.8pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,989 | $3,972+0.4% | $3,609+10.5% | $5,439-26.7% |
| Admin fee / account holder | $36 | $5,709-99.4% | $4,904-99.3% | $10,886-99.7% |