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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 | $112,467 | $166,131-32.3% | $164,975-31.8% | $145,877-22.9% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 18.79% | 100.37%-81.6pp | 70.12%-51.3pp | 551.28%-532.5pp |
| Employer contribution / active EE | $698 | $5,276-86.8% | $4,343-83.9% | $4,663-85.0% |
| Participant deferral / active EE | $5,181 | $6,962-25.6% | $6,033-14.1% | $6,691-22.6% |
| Admin fee / account holder | $61 | $16,648-99.6% | $12,688-99.5% | $13,402-99.5% |