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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 | $15,082 | $84,697-82.2% | $73,845-79.6% | $125,393-88.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.47% | 3123.66%-3125.1pp | 2267.91%-2269.4pp | 282.23%-283.7pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,502 | $3,993+37.8% | $3,583+53.6% | $5,351+2.8% |
| Admin fee / account holder | $46 | $5,692-99.2% | $4,881-99.1% | $9,541-99.5% |