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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 | $137,957 | $107,363+28.5% | $92,909+48.5% | $152,897-9.8% |
| Participation rate | 76.5% | 79.8%-3.3pp | 76.0%+0.5pp | 82.5%-6.0pp |
| Annual return | 22.14% | 145.63%-123.5pp | 109.44%-87.3pp | 345.43%-323.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,023 | $4,848+3.6% | $4,238+18.5% | $5,851-14.1% |
| Admin fee / account holder | -$217 | $7,082-103.1% | $5,795-103.7% | $11,599-101.9% |