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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 | $45,553 | $209,422-78.2% | $178,503-74.5% | $158,982-71.3% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | 21.51% | 188.81%-167.3pp | 151.12%-129.6pp | 302.99%-281.5pp |
| Employer contribution / active EE | $557 | $5,707-90.2% | $5,011-88.9% | $4,763-88.3% |
| Participant deferral / active EE | $11,143 | $5,955+87.1% | $5,202+114.2% | $5,983+86.2% |
| Admin fee / account holder | $1 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |