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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 | $191,467 | $162,821+17.6% | $133,978+42.9% | $158,982+20.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.11% | 41.95%-26.8pp | 45.10%-30.0pp | 302.99%-287.9pp |
| Employer contribution / active EE | $566 | $4,976-88.6% | $3,919-85.6% | $4,763-88.1% |
| Participant deferral / active EE | $9,550 | $5,910+61.6% | $5,047+89.2% | $5,983+59.6% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |