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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 | $91,411 | $198,461-53.9% | $170,436-46.4% | $147,585-38.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 31.83% | 257.30%-225.5pp | 205.94%-174.1pp | 578.57%-546.7pp |
| Employer contribution / active EE | $904 | $6,184-85.4% | $5,433-83.4% | $4,876-81.5% |
| Participant deferral / active EE | $5,933 | $5,629+5.4% | $4,939+20.1% | $5,439+9.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |