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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 | $89,846 | $90,530-0.8% | $76,030+18.2% | $145,897-38.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 16.51% | 625.08%-608.6pp | 361.54%-345.0pp | 552.29%-535.8pp |
| Employer contribution / active EE | $503 | $3,319-84.9% | $2,688-81.3% | $4,663-89.2% |
| Participant deferral / active EE | $9,041 | $5,164+75.1% | $4,257+112.4% | $6,689+35.2% |
| Admin fee / account holder | $17 | $8,383-99.8% | $6,421-99.7% | $13,390-99.9% |