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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 | $75,149 | $129,737-42.1% | $119,126-36.9% | $154,746-51.4% |
| Participation rate | 81.8% | 78.9%+3.0pp | 75.8%+6.1pp | 80.7%+1.1pp |
| Annual return | 18.39% | 379.08%-360.7pp | 282.11%-263.7pp | 172.34%-153.9pp |
| Employer contribution / active EE | $563 | $4,375-87.1% | $4,034-86.1% | $4,379-87.2% |
| Participant deferral / active EE | $3,206 | $5,842-45.1% | $5,318-39.7% | $6,730-52.4% |
| Admin fee / account holder | $92 | $11,961-99.2% | $10,693-99.1% | $14,365-99.4% |