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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 | $91,305 | $112,915-19.1% | $90,965+0.4% | $158,950-42.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 8.40% | 215.75%-207.4pp | 134.57%-126.2pp | 302.91%-294.5pp |
| Employer contribution / active EE | $362 | $2,894-87.5% | $2,122-82.9% | $4,762-92.4% |
| Participant deferral / active EE | $1,796 | $4,128-56.5% | $3,373-46.8% | $5,983-70.0% |
| Admin fee / account holder | $147 | $8,044-98.2% | $5,960-97.5% | $11,248-98.7% |