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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 | $75,235 | $168,626-55.4% | $133,698-43.7% | $145,897-48.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 12.79% | 1168.99%-1156.2pp | 580.90%-568.1pp | 552.29%-539.5pp |
| Employer contribution / active EE | $552 | $5,290-89.6% | $4,218-86.9% | $4,663-88.2% |
| Participant deferral / active EE | $6,440 | $8,688-25.9% | $7,016-8.2% | $6,689-3.7% |
| Admin fee / account holder | $0 | $9,638-100.0% | $6,703-100.0% | $13,390-100.0% |