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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 | $10,092 | $76,608-86.8% | $56,077-82.0% | $145,877-93.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.30% | 3009.59%-2997.3pp | 1709.28%-1697.0pp | 551.28%-539.0pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,383 | $2,624+28.9% | $1,954+73.1% | $6,691-49.4% |
| Admin fee / account holder | $56 | $3,325-98.3% | $2,825-98.0% | $13,402-99.6% |