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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 | $179,363 | $217,432-17.5% | $185,851-3.5% | $167,553+7.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 32.43% | 148.43%-116.0pp | 122.11%-89.7pp | 478.89%-446.5pp |
| Employer contribution / active EE | $1,037 | $5,874-82.4% | $5,168-79.9% | $4,840-78.6% |
| Participant deferral / active EE | $6,699 | $6,357+5.4% | $5,569+20.3% | $6,343+5.6% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |