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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 | $45,274 | $167,522-73.0% | $151,639-70.1% | $134,532-66.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 182.06% | 7.81%+174.3pp | 3.34%+178.7pp | 418.27%-236.2pp |
| Employer contribution / active EE | $936 | $6,828-86.3% | $6,165-84.8% | $4,741-80.3% |
| Participant deferral / active EE | $7,722 | $8,986-14.1% | $8,363-7.7% | $6,401+20.6% |
| Admin fee / account holder | $284 | $13,780-97.9% | $11,613-97.6% | $11,429-97.5% |