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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 | $92,676 | $202,342-54.2% | $172,752-46.4% | $152,897-39.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.76% | 1029.83%-1006.1pp | 802.97%-779.2pp | 345.43%-321.7pp |
| Employer contribution / active EE | $968 | $5,858-83.5% | $5,144-81.2% | $4,764-79.7% |
| Participant deferral / active EE | $4,317 | $5,948-27.4% | $5,198-16.9% | $5,851-26.2% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |