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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 | $109,309 | $169,356-35.5% | $129,406-15.5% | $145,897-25.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.88% | 14418.62%-14407.7pp | 9468.18%-9457.3pp | 552.29%-541.4pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,804 | $4,987+156.8% | $4,167+207.3% | $6,689+91.4% |
| Admin fee / account holder | $20 | $9,915-99.8% | $7,689-99.7% | $13,390-99.9% |