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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 | $25,428 | $180,749-85.9% | $160,784-84.2% | $137,256-81.5% |
| Participation rate | 81.8% | 80.0%+1.8pp | 77.0%+4.9pp | 80.0%+1.9pp |
| Annual return | 24.50% | 2234.46%-2210.0pp | 1803.92%-1779.4pp | 220.34%-195.8pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,347 | $6,844+22.0% | $6,293+32.6% | $6,407+30.3% |
| Admin fee / account holder | $138 | $10,397-98.7% | $9,717-98.6% | $12,270-98.9% |