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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 | $159,177 | $197,637-19.5% | $177,848-10.5% | $158,982+0.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 75.43% | 58.77%+16.7pp | 48.33%+27.1pp | 302.99%-227.6pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,457 | $8,405-11.3% | $7,714-3.3% | $5,983+24.6% |
| Admin fee / account holder | $63 | $15,406-99.6% | $12,431-99.5% | $11,252-99.4% |