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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 | $67,469 | $217,427-69.0% | $185,837-63.7% | $167,518-59.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.34% | 148.39%-136.1pp | 122.08%-109.7pp | 478.71%-466.4pp |
| Employer contribution / active EE | $1,140 | $5,874-80.6% | $5,168-77.9% | $4,838-76.4% |
| Participant deferral / active EE | $4,333 | $6,357-31.8% | $5,568-22.2% | $6,342-31.7% |
| Admin fee / account holder | $113 | $19,816-99.4% | $16,241-99.3% | $12,312-99.1% |