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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 | $125,188 | $209,428-40.2% | $178,498-29.9% | $158,950-21.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.59% | 188.78%-172.2pp | 151.09%-134.5pp | 302.91%-286.3pp |
| Employer contribution / active EE | $1,049 | $5,707-81.6% | $5,011-79.1% | $4,762-78.0% |
| Participant deferral / active EE | $10,268 | $5,955+72.4% | $5,202+97.4% | $5,983+71.6% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |