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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 | $69,744 | $125,237-44.3% | $105,608-34.0% | $145,877-52.2% |
| Participation rate | 77.8% | 77.7%+0.1pp | 75.3%+2.5pp | 80.3%-2.5pp |
| Annual return | 12.79% | 225.76%-213.0pp | 116.50%-103.7pp | 551.28%-538.5pp |
| Employer contribution / active EE | $361 | $3,720-90.3% | $3,167-88.6% | $4,663-92.2% |
| Participant deferral / active EE | $2,259 | $5,711-60.4% | $5,010-54.9% | $6,691-66.2% |
| Admin fee / account holder | $17 | $17,287-99.9% | $11,028-99.8% | $13,402-99.9% |