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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 | $248,598 | $88,815+179.9% | $81,882+203.6% | $145,897+70.4% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 13.12% | 1033.75%-1020.6pp | 779.47%-766.4pp | 552.29%-539.2pp |
| Employer contribution / active EE | $219 | $3,086-92.9% | $2,916-92.5% | $4,663-95.3% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |