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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 | $72,597 | $165,361-56.1% | $149,715-51.5% | $158,950-54.3% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 42.11% | 348.24%-306.1pp | 276.66%-234.6pp | 302.91%-260.8pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,798 | $7,182+22.5% | $6,842+28.6% | $5,983+47.1% |
| Admin fee / account holder | $12 | $10,808-99.9% | $9,310-99.9% | $11,248-99.9% |