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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 | $210,435 | $198,461+6.0% | $170,436+23.5% | $147,585+42.6% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 17.68% | 257.30%-239.6pp | 205.94%-188.3pp | 578.57%-560.9pp |
| Employer contribution / active EE | $882 | $6,184-85.7% | $5,433-83.8% | $4,876-81.9% |
| Participant deferral / active EE | $5,811 | $5,629+3.2% | $4,939+17.6% | $5,439+6.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |