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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 | $103,690 | $115,814-10.5% | $101,275+2.4% | $158,982-34.8% |
| Participation rate | 95.0% | 79.4%+15.6pp | 75.8%+19.2pp | 82.0%+13.0pp |
| Annual return | 20.19% | 56.16%-36.0pp | 46.48%-26.3pp | 302.99%-282.8pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,306 | $4,958-13.2% | $4,371-1.5% | $5,983-28.0% |
| Admin fee / account holder | $112 | $7,249-98.4% | $5,948-98.1% | $11,252-99.0% |