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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 | $57,286 | $81,632-29.8% | $70,455-18.7% | $158,931-64.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 15.49% | 208.48%-193.0pp | 109.06%-93.6pp | 302.86%-287.4pp |
| Employer contribution / active EE | $3 | $3,217-99.9% | $2,737-99.9% | $4,761-99.9% |
| Participant deferral / active EE | $4,599 | $4,554+1.0% | $3,709+24.0% | $5,982-23.1% |
| Admin fee / account holder | $183 | $6,193-97.1% | $3,845-95.2% | $11,247-98.4% |