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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 | $57,987 | $102,422-43.4% | $147,117-60.6% | $80,959-28.4% |
| Participation rate | 88.0% | 75.9%+12.1pp | 82.2%+5.8pp | 67.7%+20.3pp |
| Annual return | 15.88% | 135.16%-119.3pp | 420.54%-404.7pp | 35.67%-19.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,689 | $6,652+0.6% | $8,065-17.1% | $4,300+55.5% |
| Admin fee / account holder | $228 | $7,953-97.1% | $12,993-98.2% | $6,925-96.7% |