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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 | $22,096 | $99,668-77.8% | $86,451-74.4% | $134,545-83.6% |
| Participation rate | 90.9% | 82.1%+8.8pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | 125.61% | 6789.61%-6664.0pp | 4398.51%-4272.9pp | 418.37%-292.8pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,889 | $7,249+8.8% | $6,953+13.5% | $6,401+23.2% |
| Admin fee / account holder | $25 | $8,377-99.7% | $6,734-99.6% | $11,431-99.8% |