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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 | $156,889 | $115,814+35.5% | $101,275+54.9% | $158,982-1.3% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 37.60% | 56.16%-18.6pp | 46.48%-8.9pp | 302.99%-265.4pp |
| Employer contribution / active EE | $150 | $4,176-96.4% | $3,660-95.9% | $4,763-96.9% |
| Participant deferral / active EE | $7,156 | $4,958+44.3% | $4,371+63.7% | $5,983+19.6% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |