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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 | $172,236 | $175,257-1.7% | $149,717+15.0% | $139,456+23.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.75% | 166.70%-149.9pp | 134.41%-117.7pp | 373.45%-356.7pp |
| Employer contribution / active EE | $315 | $5,477-94.2% | $4,820-93.5% | $4,753-93.4% |
| Participant deferral / active EE | $9,213 | $6,521+41.3% | $5,682+62.2% | $6,711+37.3% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |