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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 | $85,222 | $138,076-38.3% | $123,553-31.0% | $135,380-37.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 104.75% | 153.70%-49.0pp | 119.21%-14.5pp | 519.81%-415.1pp |
| Employer contribution / active EE | $555 | $5,152-89.2% | $4,628-88.0% | $4,779-88.4% |
| Participant deferral / active EE | $16,333 | $6,800+140.2% | $6,426+154.2% | $5,609+191.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |