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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 | $34,376 | $180,749-81.0% | $160,784-78.6% | $137,256-75.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 235.69% | 2234.46%-1998.8pp | 1803.92%-1568.2pp | 220.34%+15.3pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,167 | $6,844-9.9% | $6,293-2.0% | $6,407-3.7% |
| Admin fee / account holder | $133 | $10,397-98.7% | $9,717-98.6% | $12,270-98.9% |