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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 | $18,275 | $90,607-79.8% | $79,467-77.0% | $135,380-86.5% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | 16428.40% | 977.74%+15450.7pp | 718.30%+15710.1pp | 519.81%+15908.6pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $667 | $4,050-83.5% | $3,704-82.0% | $5,609-88.1% |
| Admin fee / account holder | $3 | $5,895-99.9% | $5,104-99.9% | $10,828-100.0% |