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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 | $26,188 | $109,863-76.2% | $98,477-73.4% | $167,518-84.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.87% | 1958.09%-1942.2pp | 1493.59%-1477.7pp | 478.71%-462.8pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,272 | $4,673+12.8% | $4,276+23.3% | $6,342-16.9% |
| Admin fee / account holder | $213 | $6,755-96.9% | $5,951-96.4% | $12,312-98.3% |