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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 | $243,640 | $209,422+16.3% | $178,503+36.5% | $158,982+53.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.68% | 188.81%-178.1pp | 151.12%-140.4pp | 302.99%-292.3pp |
| Employer contribution / active EE | $500 | $5,707-91.2% | $5,011-90.0% | $4,763-89.5% |
| Participant deferral / active EE | $2,025 | $5,955-66.0% | $5,202-61.1% | $5,983-66.2% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |