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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 | $128,068 | $217,432-41.1% | $185,849-31.1% | $167,536-23.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.77% | 148.42%-131.6pp | 122.10%-105.3pp | 478.82%-462.0pp |
| Employer contribution / active EE | $813 | $5,875-86.2% | $5,169-84.3% | $4,839-83.2% |
| Participant deferral / active EE | $8,790 | $6,357+38.3% | $5,569+57.8% | $6,342+38.6% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |