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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 | $10,538 | $95,580-89.0% | $76,872-86.3% | $139,466-92.4% |
| Participation rate | 88.9% | 74.0%+14.9pp | 69.6%+19.3pp | 80.3%+8.6pp |
| Annual return | 2576.04% | 55.00%+2521.0pp | 37.90%+2538.1pp | 373.66%+2202.4pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,177 | $4,623-52.9% | $3,832-43.2% | $6,712-67.6% |
| Admin fee / account holder | $33 | $8,302-99.6% | $5,476-99.4% | $11,409-99.7% |