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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 | $222,519 | $201,344+10.5% | $184,243+20.8% | $145,877+52.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.87% | 29.01%-12.1pp | 28.82%-11.9pp | 551.28%-534.4pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,561 | $9,807+38.3% | $9,132+48.5% | $6,691+102.7% |
| Admin fee / account holder | $43 | $16,382-99.7% | $13,914-99.7% | $13,402-99.7% |