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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 | $73,620 | $209,405-64.8% | $178,486-58.8% | $158,931-53.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 35.16% | 188.77%-153.6pp | 151.08%-115.9pp | 302.86%-267.7pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $14,163 | $5,954+137.9% | $5,202+172.3% | $5,982+136.7% |
| Admin fee / account holder | $24 | $17,076-99.9% | $13,985-99.8% | $11,247-99.8% |