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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 | $4,429 | $76,608-94.2% | $56,077-92.1% | $145,877-97.0% |
| Participation rate | 88.9% | 63.2%+25.6pp | 52.5%+36.4pp | 80.3%+8.6pp |
| Annual return | 14.40% | 3009.59%-2995.2pp | 1709.28%-1694.9pp | 551.28%-536.9pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,269 | $2,624-13.5% | $1,954+16.1% | $6,691-66.1% |
| Admin fee / account holder | $6 | $3,325-99.8% | $2,825-99.8% | $13,402-100.0% |