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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 | $118,563 | $209,847-43.5% | $189,520-37.4% | $167,518-29.2% |
| Participation rate | 90.0% | 88.7%+1.3pp | 87.8%+2.2pp | 82.1%+7.9pp |
| Annual return | 28.11% | 748.45%-720.3pp | 555.25%-527.1pp | 478.71%-450.6pp |
| Employer contribution / active EE | $444 | $6,913-93.6% | $6,161-92.8% | $4,838-90.8% |
| Participant deferral / active EE | $17,009 | $8,934+90.4% | $8,220+106.9% | $6,342+168.2% |
| Admin fee / account holder | $18 | $14,295-99.9% | $12,046-99.9% | $12,312-99.9% |