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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 | $107,866 | $70,366+53.3% | $66,674+61.8% | $138,895-22.3% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.7%+13.8pp | 79.9%+7.6pp |
| Annual return | 13.73% | 386.41%-372.7pp | 321.24%-307.5pp | 145.39%-131.7pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,649 | $4,374+29.1% | $4,084+38.3% | $6,396-11.7% |
| Admin fee / account holder | $8 | $5,262-99.8% | $5,098-99.8% | $12,562-99.9% |