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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 | $19,762 | $72,403-72.7% | $67,524-70.7% | $145,978-86.5% |
| Participation rate | 89.5% | 76.9%+12.6pp | 72.9%+16.6pp | 80.3%+9.2pp |
| Annual return | 14.32% | 7197.23%-7182.9pp | 3519.41%-3505.1pp | 550.52%-536.2pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,317 | $4,782+11.2% | $4,001+32.9% | $6,690-20.5% |
| Admin fee / account holder | $127 | $5,541-97.7% | $4,001-96.8% | $13,400-99.1% |