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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 | $80,290 | $185,856-56.8% | $170,028-52.8% | $139,456-42.4% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 17.82% | 60.52%-42.7pp | 53.39%-35.6pp | 373.45%-355.6pp |
| Employer contribution / active EE | $1,351 | $7,593-82.2% | $6,788-80.1% | $4,753-71.6% |
| Participant deferral / active EE | $7,129 | $11,623-38.7% | $10,409-31.5% | $6,711+6.2% |
| Admin fee / account holder | $38 | $15,387-99.8% | $12,820-99.7% | $11,407-99.7% |