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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 | $77,862 | $107,941-27.9% | $91,994-15.4% | $152,909-49.1% |
| Participation rate | 88.9% | 81.2%+7.7pp | 78.6%+10.3pp | 82.5%+6.4pp |
| Annual return | 26.42% | 89.28%-62.9pp | 69.04%-42.6pp | 345.46%-319.0pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,642 | $6,366+4.3% | $5,924+12.1% | $5,851+13.5% |
| Admin fee / account holder | $216 | $10,521-97.9% | $7,744-97.2% | $11,601-98.1% |