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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 | $90,668 | $160,040-43.3% | $147,096-38.4% | $145,877-37.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.11% | 98.49%-85.4pp | 419.75%-406.6pp | 551.28%-538.2pp |
| Employer contribution / active EE | $413 | $5,289-92.2% | $4,936-91.6% | $4,663-91.1% |
| Participant deferral / active EE | $5,067 | $8,429-39.9% | $8,071-37.2% | $6,691-24.3% |
| Admin fee / account holder | $72 | $15,050-99.5% | $13,005-99.4% | $13,402-99.5% |