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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 | $191,175 | $103,038+85.5% | $90,324+111.7% | $152,909+25.0% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 22.52% | 95.25%-72.7pp | 78.15%-55.6pp | 345.46%-322.9pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $15,276 | $4,282+256.8% | $3,885+293.2% | $5,851+161.1% |
| Admin fee / account holder | $7 | $6,177-99.9% | $5,356-99.9% | $11,601-99.9% |