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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 | $109,973 | $209,422-47.5% | $178,503-38.4% | $158,982-30.8% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 26.78% | 188.81%-162.0pp | 151.12%-124.3pp | 302.99%-276.2pp |
| Employer contribution / active EE | $637 | $5,707-88.8% | $5,011-87.3% | $4,763-86.6% |
| Participant deferral / active EE | $6,853 | $5,955+15.1% | $5,202+31.7% | $5,983+14.5% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |