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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 | $50,224 | $154,754-67.5% | $124,206-59.6% | $138,895-63.8% |
| Participation rate | 91.7% | 75.5%+16.2pp | 69.6%+22.1pp | 79.9%+11.7pp |
| Annual return | 13.61% | 709.28%-695.7pp | 515.27%-501.7pp | 145.39%-131.8pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,533 | $4,621-23.5% | $3,968-11.0% | $6,396-44.8% |
| Admin fee / account holder | $95 | $6,690-98.6% | $5,929-98.4% | $12,562-99.2% |