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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 | $99,433 | $209,425-52.5% | $178,499-44.3% | $158,966-37.5% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 18.04% | 188.80%-170.8pp | 151.10%-133.1pp | 302.95%-284.9pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $11,709 | $5,955+96.6% | $5,202+125.1% | $5,983+95.7% |
| Admin fee / account holder | $143 | $17,078-99.2% | $13,986-99.0% | $11,250-98.7% |