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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 | $10,466 | $111,535-90.6% | $105,223-90.1% | $137,256-92.4% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 80.0%+11.7pp |
| Annual return | 22.37% | 237.85%-215.5pp | 180.65%-158.3pp | 220.34%-198.0pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,772 | $5,500-31.4% | $5,072-25.6% | $6,407-41.1% |
| Admin fee / account holder | $55 | $9,721-99.4% | $8,859-99.4% | $12,270-99.5% |