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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 | $246,863 | $88,815+178.0% | $81,882+201.5% | $145,897+69.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 31.70% | 1033.75%-1002.1pp | 779.47%-747.8pp | 552.29%-520.6pp |
| Employer contribution / active EE | $19 | $3,086-99.4% | $2,916-99.3% | $4,663-99.6% |
| Participant deferral / active EE | $20,857 | $4,647+348.8% | $4,323+382.5% | $6,689+211.8% |
| Admin fee / account holder | $12 | $8,434-99.9% | $7,360-99.8% | $13,390-99.9% |