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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 | $94,483 | $88,710+6.5% | $81,783+15.5% | $145,959-35.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 38.54% | 1027.26%-988.7pp | 775.05%-736.5pp | 561.95%-523.4pp |
| Employer contribution / active EE | $219 | $3,083-92.9% | $2,913-92.5% | $4,661-95.3% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $18 | $8,407-99.8% | $7,380-99.8% | $13,398-99.9% |