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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 | $248,433 | $196,972+26.1% | $182,262+36.3% | $198,609+25.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.38% | 158.27%-137.9pp | 140.60%-120.2pp | 202.70%-182.3pp |
| Employer contribution / active EE | $1,311 | $5,364-75.6% | $5,046-74.0% | $5,055-74.1% |
| Participant deferral / active EE | $8,100 | $8,643-6.3% | $8,276-2.1% | $6,977+16.1% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |