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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 | $49,410 | $157,304-68.6% | $141,197-65.0% | $152,909-67.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 84.42% | 64.34%+20.1pp | 71.41%+13.0pp | 345.46%-261.0pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,454 | $7,111-37.4% | $6,710-33.6% | $5,851-23.9% |
| Admin fee / account holder | $196 | $12,126-98.4% | $10,265-98.1% | $11,601-98.3% |