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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 | $88,105 | $132,634-33.6% | $115,768-23.9% | $137,256-35.8% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.4%+3.4pp | 80.0%-2.2pp |
| Annual return | 21.72% | 160.70%-139.0pp | 100.46%-78.7pp | 220.34%-198.6pp |
| Employer contribution / active EE | $364 | $3,360-89.2% | $2,940-87.6% | $4,156-91.2% |
| Participant deferral / active EE | $2,132 | $5,619-62.0% | $4,917-56.6% | $6,407-66.7% |
| Admin fee / account holder | $17 | $15,028-99.9% | $12,439-99.9% | $12,270-99.9% |