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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 | $74,615 | $166,242-55.1% | $165,071-54.8% | $145,884-48.9% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.6%-8.6pp | 80.3%-10.3pp |
| Annual return | 9.34% | 100.44%-91.1pp | 70.17%-60.8pp | 551.85%-542.5pp |
| Employer contribution / active EE | $182 | $5,283-96.6% | $4,347-95.8% | $4,662-96.1% |
| Participant deferral / active EE | $3,084 | $6,964-55.7% | $6,035-48.9% | $6,690-53.9% |
| Admin fee / account holder | $107 | $16,658-99.4% | $12,695-99.2% | $13,392-99.2% |