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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 | $70,656 | $165,399-57.3% | $149,745-52.8% | $158,982-55.6% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 22.88% | 348.34%-325.5pp | 276.72%-253.8pp | 302.99%-280.1pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,412 | $7,183+17.1% | $6,843+22.9% | $5,983+40.6% |
| Admin fee / account holder | $6 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |