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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 | $35,507 | $99,009-64.1% | $86,581-59.0% | $147,585-75.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.18% | 1312.70%-1297.5pp | 965.06%-949.9pp | 578.58%-563.4pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,985 | $3,972+0.3% | $3,609+10.4% | $5,439-26.7% |
| Admin fee / account holder | $268 | $5,709-95.3% | $4,904-94.5% | $10,886-97.5% |