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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 | $202,004 | $217,432-7.1% | $185,849+8.7% | $167,536+20.6% |
| Participation rate | 90.0% | 86.1%+3.9pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 12.74% | 148.42%-135.7pp | 122.10%-109.4pp | 478.82%-466.1pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,887 | $6,357-23.1% | $5,569-12.3% | $6,342-23.0% |
| Admin fee / account holder | $169 | $19,818-99.1% | $16,244-99.0% | $12,315-98.6% |