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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 | $223,800 | $175,259+27.7% | $149,723+49.5% | $139,487+60.4% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 15.88% | 166.82%-150.9pp | 134.50%-118.6pp | 373.84%-358.0pp |
| Employer contribution / active EE | $989 | $5,478-82.0% | $4,821-79.5% | $4,755-79.2% |
| Participant deferral / active EE | $10,221 | $6,522+56.7% | $5,682+79.9% | $6,713+52.3% |
| Admin fee / account holder | $100 | $16,158-99.4% | $13,215-99.2% | $11,407-99.1% |