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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 | $200,717 | $159,978+25.5% | $147,041+36.5% | $145,978+37.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 28.28% | 98.36%-70.1pp | 419.21%-390.9pp | 550.52%-522.2pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $13,070 | $8,429+55.1% | $8,071+61.9% | $6,690+95.4% |
| Admin fee / account holder | $59 | $15,053-99.6% | $13,006-99.6% | $13,400-99.6% |