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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 | $89,386 | $171,867-48.0% | $149,718-40.3% | $147,585-39.4% |
| Participation rate | 81.8% | 88.2%-6.4pp | 87.1%-5.3pp | 82.8%-1.0pp |
| Annual return | 17.77% | 2113.36%-2095.6pp | 1501.70%-1483.9pp | 578.57%-560.8pp |
| Employer contribution / active EE | $182 | $6,275-97.1% | $5,444-96.7% | $4,876-96.3% |
| Participant deferral / active EE | $12,602 | $7,270+73.3% | $6,568+91.8% | $5,439+131.7% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |