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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 | $102,778 | $183,988-44.1% | $162,177-36.6% | $152,897-32.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 31.70% | 150.79%-119.1pp | 115.60%-83.9pp | 345.43%-313.7pp |
| Employer contribution / active EE | $1,082 | $6,370-83.0% | $5,613-80.7% | $4,764-77.3% |
| Participant deferral / active EE | $11,178 | $8,032+39.2% | $7,297+53.2% | $5,851+91.0% |
| Admin fee / account holder | $1 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |