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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 | $57,341 | $183,516-68.8% | $155,534-63.1% | $145,884-60.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 62.78% | 61.43%+1.4pp | 64.92%-2.1pp | 551.85%-489.1pp |
| Employer contribution / active EE | $367 | $5,315-93.1% | $4,675-92.1% | $4,662-92.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $138 | $19,293-99.3% | $15,900-99.1% | $13,392-99.0% |