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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 | $156,974 | $198,457-20.9% | $170,435-7.9% | $147,586+6.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.81% | 257.30%-236.5pp | 205.94%-185.1pp | 578.59%-557.8pp |
| Employer contribution / active EE | $892 | $6,183-85.6% | $5,432-83.6% | $4,876-81.7% |
| Participant deferral / active EE | $2,872 | $5,629-49.0% | $4,939-41.9% | $5,439-47.2% |
| Admin fee / account holder | $9 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |