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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 | $48,455 | $71,809-32.5% | $61,048-20.6% | $152,897-68.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.5%+17.5pp |
| Annual return | 26.74% | 29.74%-3.0pp | 26.18%+0.6pp | 345.43%-318.7pp |
| Employer contribution / active EE | $0 | $4,545-100.0% | $3,716-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,637 | $5,467+76.3% | $4,470+115.6% | $5,851+64.7% |
| Admin fee / account holder | $18 | $4,750-99.6% | $3,728-99.5% | $11,599-99.8% |