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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 | $87,541 | $176,402-50.4% | $134,162-34.7% | $158,966-44.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 18.26% | 63.66%-45.4pp | 36.35%-18.1pp | 302.95%-284.7pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,183 | $4,093+26.6% | $3,500+48.1% | $5,983-13.4% |
| Admin fee / account holder | $28 | $8,719-99.7% | $6,685-99.6% | $11,250-99.8% |