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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 | $68,415 | $81,727-16.3% | $58,534+16.9% | $139,427-50.9% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 7.69% | 7422.38%-7414.7pp | 4248.32%-4240.6pp | 373.27%-365.6pp |
| Employer contribution / active EE | $0 | $1,399-100.0% | $1,054-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $1,633 | $2,557-36.2% | $1,924-15.2% | $6,711-75.7% |
| Admin fee / account holder | $0 | $3,271-100.0% | $2,519-100.0% | $11,404-100.0% |