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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 | $93,773 | $115,814-19.0% | $101,275-7.4% | $158,982-41.0% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 25.67% | 56.16%-30.5pp | 46.48%-20.8pp | 302.99%-277.3pp |
| Employer contribution / active EE | $197 | $4,176-95.3% | $3,660-94.6% | $4,763-95.9% |
| Participant deferral / active EE | $11,055 | $4,958+123.0% | $4,371+152.9% | $5,983+84.8% |
| Admin fee / account holder | $120 | $7,249-98.3% | $5,948-98.0% | $11,252-98.9% |