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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 | $27,007 | $102,595-73.7% | $94,057-71.3% | $154,746-82.5% |
| Participation rate | 77.8% | 76.0%+1.8pp | 73.3%+4.4pp | 80.7%-2.9pp |
| Annual return | 17.04% | 583.42%-566.4pp | 480.62%-463.6pp | 172.34%-155.3pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,310 | $5,118-35.3% | $4,709-29.7% | $6,730-50.8% |
| Admin fee / account holder | $133 | $7,736-98.3% | $7,244-98.2% | $14,365-99.1% |