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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 | $190,431 | $209,847-9.3% | $189,520+0.5% | $167,518+13.7% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 18.30% | 748.45%-730.1pp | 555.25%-536.9pp | 478.71%-460.4pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $9,100 | $8,934+1.9% | $8,220+10.7% | $6,342+43.5% |
| Admin fee / account holder | $278 | $14,295-98.1% | $12,046-97.7% | $12,312-97.7% |