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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 | $115,762 | $162,821-28.9% | $133,978-13.6% | $158,982-27.2% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 36.37% | 41.95%-5.6pp | 45.10%-8.7pp | 302.99%-266.6pp |
| Employer contribution / active EE | $381 | $4,976-92.3% | $3,919-90.3% | $4,763-92.0% |
| Participant deferral / active EE | $4,000 | $5,910-32.3% | $5,047-20.8% | $5,983-33.1% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |