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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 | $22,746 | $159,934-85.8% | $147,005-84.5% | $145,959-84.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 292.87% | 98.24%+194.6pp | 418.76%-125.9pp | 561.95%-269.1pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $9,012 | $8,427+6.9% | $8,070+11.7% | $6,689+34.7% |
| Admin fee / account holder | $148 | $15,053-99.0% | $13,006-98.9% | $13,398-98.9% |