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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 | $91,773 | $115,814-20.8% | $101,275-9.4% | $158,982-42.3% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 23.68% | 56.16%-32.5pp | 46.48%-22.8pp | 302.99%-279.3pp |
| Employer contribution / active EE | $355 | $4,176-91.5% | $3,660-90.3% | $4,763-92.5% |
| Participant deferral / active EE | $1,421 | $4,958-71.3% | $4,371-67.5% | $5,983-76.2% |
| Admin fee / account holder | $18 | $7,249-99.8% | $5,948-99.7% | $11,252-99.8% |