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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 | $229,221 | $183,516+24.9% | $155,534+47.4% | $145,884+57.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.97% | 61.43%-44.5pp | 64.92%-47.9pp | 551.85%-534.9pp |
| Employer contribution / active EE | $390 | $5,315-92.7% | $4,675-91.7% | $4,662-91.6% |
| Participant deferral / active EE | $14,167 | $6,467+119.1% | $5,630+151.6% | $6,690+111.8% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |