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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 | $138,326 | $165,361-16.3% | $149,715-7.6% | $158,950-13.0% |
| Participation rate | 95.0% | 84.6%+10.4pp | 82.5%+12.5pp | 82.0%+13.0pp |
| Annual return | 23.97% | 348.24%-324.3pp | 276.66%-252.7pp | 302.91%-278.9pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,077 | $7,182-43.2% | $6,842-40.4% | $5,983-31.9% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |