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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 | $190,304 | $168,635+12.8% | $147,617+28.9% | $125,389+51.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.22% | 77.65%-77.4pp | 61.98%-61.8pp | 282.24%-282.0pp |
| Employer contribution / active EE | $250 | $6,252-96.0% | $5,564-95.5% | $4,866-94.9% |
| Participant deferral / active EE | $9,875 | $5,507+79.3% | $4,895+101.7% | $5,352+84.5% |
| Admin fee / account holder | $9 | $13,580-99.9% | $11,612-99.9% | $9,541-99.9% |