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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 | $41,820 | $168,635-75.2% | $147,617-71.7% | $125,389-66.6% |
| Participation rate | 81.0% | 88.8%-7.8pp | 84.6%-3.7pp | 83.2%-2.2pp |
| Annual return | -0.14% | 77.65%-77.8pp | 61.98%-62.1pp | 282.24%-282.4pp |
| Employer contribution / active EE | $1,119 | $6,252-82.1% | $5,564-79.9% | $4,866-77.0% |
| Participant deferral / active EE | $1,953 | $5,507-64.5% | $4,895-60.1% | $5,352-63.5% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |