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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 | $119,382 | $227,399-47.5% | $189,758-37.1% | $198,609-39.9% |
| Participation rate | 91.7% | 84.0%+7.7pp | 79.8%+11.9pp | 82.4%+9.3pp |
| Annual return | 21.93% | 61.03%-39.1pp | 52.62%-30.7pp | 202.70%-180.8pp |
| Employer contribution / active EE | $1,043 | $5,526-81.1% | $4,767-78.1% | $5,055-79.4% |
| Participant deferral / active EE | $5,299 | $6,837-22.5% | $5,856-9.5% | $6,977-24.0% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |