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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 | $71,926 | $156,398-54.0% | $147,318-51.2% | $138,895-48.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.29% | 78.75%-56.5pp | 70.43%-48.1pp | 145.39%-123.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,204 | $8,237+36.0% | $7,906+41.7% | $6,396+75.2% |
| Admin fee / account holder | $144 | $14,976-99.0% | $13,708-98.9% | $12,562-98.9% |