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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 | $108,224 | $159,978-32.4% | $147,041-26.4% | $145,978-25.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.81% | 98.36%-84.6pp | 419.21%-405.4pp | 550.52%-536.7pp |
| Employer contribution / active EE | $367 | $5,288-93.1% | $4,935-92.6% | $4,662-92.1% |
| Participant deferral / active EE | $3,810 | $8,429-54.8% | $8,071-52.8% | $6,690-43.1% |
| Admin fee / account holder | $137 | $15,053-99.1% | $13,006-98.9% | $13,400-99.0% |