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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 | $21,705 | $175,259-87.6% | $149,723-85.5% | $139,487-84.4% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 29.56% | 166.82%-137.3pp | 134.50%-104.9pp | 373.84%-344.3pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $9,258 | $6,522+42.0% | $5,682+62.9% | $6,713+37.9% |
| Admin fee / account holder | $130 | $16,158-99.2% | $13,215-99.0% | $11,407-98.9% |