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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 | $179,015 | $168,635+6.2% | $147,617+21.3% | $125,389+42.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 6.06% | 77.65%-71.6pp | 61.98%-55.9pp | 282.24%-276.2pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $15,760 | $5,507+186.2% | $4,895+221.9% | $5,352+194.5% |
| Admin fee / account holder | $9 | $13,580-99.9% | $11,612-99.9% | $9,541-99.9% |