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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 | $27,215 | $150,442-81.9% | $136,295-80.0% | $147,585-81.6% |
| Participation rate | 95.2% | 84.4%+10.8pp | 81.9%+13.3pp | 82.8%+12.4pp |
| Annual return | 22.98% | 1049.09%-1026.1pp | 5155.97%-5133.0pp | 578.56%-555.6pp |
| Employer contribution / active EE | $833 | $5,256-84.2% | $4,695-82.3% | $4,876-82.9% |
| Participant deferral / active EE | $6,665 | $6,630+0.5% | $6,247+6.7% | $5,439+22.6% |
| Admin fee / account holder | $3 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |