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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 | $89,824 | $96,388-6.8% | $80,627+11.4% | $139,466-35.6% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 20.89% | 1352.08%-1331.2pp | 936.76%-915.9pp | 373.66%-352.8pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $14,675 | $5,224+180.9% | $4,443+230.3% | $6,712+118.6% |
| Admin fee / account holder | $194 | $6,603-97.1% | $5,381-96.4% | $11,409-98.3% |