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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 | $223,225 | $99,011+125.5% | $86,582+157.8% | $147,586+51.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.95% | 1312.75%-1301.8pp | 965.08%-954.1pp | 578.59%-567.6pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $16,662 | $3,972+319.4% | $3,609+361.7% | $5,439+206.4% |
| Admin fee / account holder | $70 | $5,709-98.8% | $4,904-98.6% | $10,886-99.4% |