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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 | $38,431 | $160,028-76.0% | $147,080-73.9% | $145,884-73.7% |
| Participation rate | 78.6% | 84.0%-5.5pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 14.46% | 98.60%-84.1pp | 420.17%-405.7pp | 551.85%-537.4pp |
| Employer contribution / active EE | $994 | $5,286-81.2% | $4,933-79.9% | $4,662-78.7% |
| Participant deferral / active EE | $4,160 | $8,422-50.6% | $8,066-48.4% | $6,690-37.8% |
| Admin fee / account holder | $4 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |