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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 | $5,732 | $76,522-92.5% | $56,033-89.8% | $145,884-96.1% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.8pp | 80.3%+3.0pp |
| Annual return | 16.18% | 3014.28%-2998.1pp | 1711.38%-1695.2pp | 551.85%-535.7pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,894 | $2,624+48.4% | $1,954+99.3% | $6,690-41.8% |
| Admin fee / account holder | $60 | $3,328-98.2% | $2,827-97.9% | $13,392-99.6% |