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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 | $72,465-72.7% | $67,575-70.8% | $145,884-86.5% |
| Participation rate | 89.5% | 76.9%+12.6pp | 72.9%+16.6pp | 80.3%+9.2pp |
| Annual return | 14.32% | 7222.56%-7208.2pp | 3528.98%-3514.7pp | 551.85%-537.5pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,317 | $4,786+11.1% | $4,003+32.8% | $6,690-20.5% |
| Admin fee / account holder | $127 | $5,515-97.7% | $3,993-96.8% | $13,392-99.1% |