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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 | $84,717 | $198,457-57.3% | $170,435-50.3% | $147,586-42.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.00% | 257.30%-241.3pp | 205.94%-189.9pp | 578.59%-562.6pp |
| Employer contribution / active EE | $1,106 | $6,183-82.1% | $5,432-79.6% | $4,876-77.3% |
| Participant deferral / active EE | $7,477 | $5,629+32.8% | $4,939+51.4% | $5,439+37.5% |
| Admin fee / account holder | $106 | $16,852-99.4% | $13,881-99.2% | $10,886-99.0% |