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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 | $144,675 | $176,105-17.8% | $159,474-9.3% | $167,536-13.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.96% | 331.91%-320.0pp | 263.68%-251.7pp | 478.82%-466.9pp |
| Employer contribution / active EE | $411 | $5,299-92.2% | $4,831-91.5% | $4,839-91.5% |
| Participant deferral / active EE | $4,994 | $7,751-35.6% | $7,353-32.1% | $6,342-21.3% |
| Admin fee / account holder | $200 | $12,559-98.4% | $10,802-98.1% | $12,315-98.4% |