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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 | $48,531 | $176,688-72.5% | $130,660-62.9% | $152,909-68.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 6.03% | 2693.08%-2687.0pp | 1709.29%-1703.3pp | 345.46%-339.4pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,090 | $4,362+62.5% | $3,603+96.8% | $5,851+21.2% |
| Admin fee / account holder | $7 | $7,131-99.9% | $5,463-99.9% | $11,601-99.9% |