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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 | $173,397-56.6% | $135,987-44.7% | $145,978-48.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 12.79% | 1165.22%-1152.4pp | 579.77%-567.0pp | 550.52%-537.7pp |
| Employer contribution / active EE | $552 | $5,281-89.5% | $4,214-86.9% | $4,662-88.2% |
| Participant deferral / active EE | $6,440 | $8,710-26.1% | $7,027-8.4% | $6,690-3.7% |
| Admin fee / account holder | $0 | $9,663-100.0% | $6,716-100.0% | $13,400-100.0% |