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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 | $30,921 | $138,114-77.6% | $125,391-75.3% | $134,545-77.0% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | 652.71% | 750.88%-98.2pp | 572.41%+80.3pp | 418.37%+234.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,194 | $7,801-7.8% | $7,448-3.4% | $6,401+12.4% |
| Admin fee / account holder | $6 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |