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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 | $106,141 | $175,257-39.4% | $149,717-29.1% | $139,456-23.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.47% | 166.70%-153.2pp | 134.41%-120.9pp | 373.45%-360.0pp |
| Employer contribution / active EE | $568 | $5,477-89.6% | $4,820-88.2% | $4,753-88.0% |
| Participant deferral / active EE | $8,523 | $6,521+30.7% | $5,682+50.0% | $6,711+27.0% |
| Admin fee / account holder | $273 | $16,156-98.3% | $13,213-97.9% | $11,407-97.6% |