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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 | $77,351 | $150,447-48.6% | $136,298-43.2% | $147,586-47.6% |
| Participation rate | 76.9% | 84.4%-7.5pp | 81.9%-5.0pp | 82.8%-5.9pp |
| Annual return | 16.99% | 1049.15%-1032.2pp | 5156.27%-5139.3pp | 578.59%-561.6pp |
| Employer contribution / active EE | $142 | $5,256-97.3% | $4,696-97.0% | $4,876-97.1% |
| Participant deferral / active EE | $9,043 | $6,631+36.4% | $6,247+44.7% | $5,439+66.3% |
| Admin fee / account holder | $2 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |