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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 | $50,685 | $185,905-72.7% | $170,057-70.2% | $139,487-63.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 229.51% | 60.56%+169.0pp | 53.42%+176.1pp | 373.84%-144.3pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $17,041 | $11,627+46.6% | $10,411+63.7% | $6,713+153.9% |
| Admin fee / account holder | $73 | $15,397-99.5% | $12,826-99.4% | $11,407-99.4% |