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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 | $74,914 | $209,888-64.3% | $189,545-60.5% | $167,553-55.3% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 18.30% | 748.66%-730.4pp | 555.36%-537.1pp | 478.89%-460.6pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $17,053 | $8,934+90.9% | $8,220+107.5% | $6,343+168.9% |
| Admin fee / account holder | $18 | $14,300-99.9% | $12,049-99.8% | $12,316-99.9% |