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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 | $82,143 | $69,118+18.8% | $53,647+53.1% | $138,895-40.9% |
| Participation rate | 83.3% | 64.0%+19.4pp | 56.3%+27.1pp | 79.9%+3.4pp |
| Annual return | 15.80% | 248.26%-232.5pp | 358.33%-342.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,072 | $2,274+123.0% | $1,813+179.7% | $6,396-20.7% |
| Admin fee / account holder | $6 | $2,724-99.8% | $2,460-99.8% | $12,562-100.0% |