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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 | $134,000 | $180,459-25.7% | $154,108-13.0% | $135,380-1.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 122.54% | 888.21%-765.7pp | 735.21%-612.7pp | 519.81%-397.3pp |
| Employer contribution / active EE | $496 | $6,035-91.8% | $5,298-90.6% | $4,779-89.6% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $184 | $16,145-98.9% | $13,411-98.6% | $10,828-98.3% |