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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 | $167,124 | $198,457-15.8% | $170,435-1.9% | $147,586+13.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.27% | 257.30%-240.0pp | 205.94%-188.7pp | 578.59%-561.3pp |
| Employer contribution / active EE | $1,291 | $6,183-79.1% | $5,432-76.2% | $4,876-73.5% |
| Participant deferral / active EE | $3,663 | $5,629-34.9% | $4,939-25.9% | $5,439-32.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |