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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 | $88,754+178.1% | $81,820+201.7% | $145,877+69.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 31.70% | 1031.77%-1000.1pp | 777.93%-746.2pp | 551.28%-519.6pp |
| Employer contribution / active EE | $19 | $3,085-99.4% | $2,915-99.3% | $4,663-99.6% |
| Participant deferral / active EE | $20,857 | $4,648+348.8% | $4,323+382.5% | $6,691+211.7% |
| Admin fee / account holder | $12 | $8,424-99.9% | $7,391-99.8% | $13,402-99.9% |