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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 | $53,947 | $181,062-70.2% | $158,223-65.9% | $155,188-65.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 10.62% | 57.39%-46.8pp | 52.09%-41.5pp | 148.84%-138.2pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,375 | $6,134-12.4% | $5,467-1.7% | $6,531-17.7% |
| Admin fee / account holder | $8 | $18,825-100.0% | $16,047-100.0% | $14,480-99.9% |