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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 | $94,379 | $88,778+6.3% | $81,844+15.3% | $145,884-35.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 38.54% | 1033.03%-994.5pp | 778.87%-740.3pp | 551.85%-513.3pp |
| Employer contribution / active EE | $115 | $3,087-96.3% | $2,916-96.1% | $4,662-97.5% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $18 | $8,430-99.8% | $7,355-99.8% | $13,392-99.9% |