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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 | $63,314 | $165,361-61.7% | $149,715-57.7% | $158,950-60.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 17.06% | 348.24%-331.2pp | 276.66%-259.6pp | 302.91%-285.9pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $22,419 | $7,182+212.2% | $6,842+227.7% | $5,983+274.7% |
| Admin fee / account holder | $111 | $10,808-99.0% | $9,310-98.8% | $11,248-99.0% |