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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 | $196,083 | $209,888-6.6% | $189,545+3.4% | $167,553+17.0% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 12.00% | 748.66%-736.7pp | 555.36%-543.4pp | 478.89%-466.9pp |
| Employer contribution / active EE | $1,471 | $6,915-78.7% | $6,162-76.1% | $4,840-69.6% |
| Participant deferral / active EE | $6,500 | $8,934-27.2% | $8,220-20.9% | $6,343+2.5% |
| Admin fee / account holder | $143 | $14,300-99.0% | $12,049-98.8% | $12,316-98.8% |