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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 | $169,237-35.4% | $129,339-15.5% | $145,978-25.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.88% | 14364.43%-14353.6pp | 9437.05%-9426.2pp | 550.52%-539.6pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,154-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,804 | $4,991+156.5% | $4,170+207.1% | $6,690+91.4% |
| Admin fee / account holder | $20 | $9,882-99.8% | $7,668-99.7% | $13,400-99.9% |