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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 | $8,959 | $96,361-90.7% | $80,607-88.9% | $139,456-93.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 53.45% | 1350.95%-1297.5pp | 936.11%-882.7pp | 373.45%-320.0pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,137 | $5,232-20.9% | $4,448-7.0% | $6,711-38.4% |
| Admin fee / account holder | $40 | $6,601-99.4% | $5,379-99.2% | $11,407-99.6% |