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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 | $136,081 | $108,942+24.9% | $100,415+35.5% | $145,897-6.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.50% | 58.27%-46.8pp | 49.47%-38.0pp | 552.29%-540.8pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,125 | $8,461+55.1% | $8,091+62.2% | $6,689+96.2% |
| Admin fee / account holder | $8 | $9,702-99.9% | $7,906-99.9% | $13,390-99.9% |