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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 | $118,200 | $90,486+30.6% | $78,676+50.2% | $273,972-56.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 80.64% | 75.62%+5.0pp | 62.19%+18.5pp | 41.46%+39.2pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $26,711 | $3,901+584.7% | $3,517+659.5% | $5,287+405.2% |
| Admin fee / account holder | $69 | $5,263-98.7% | $4,510-98.5% | $10,133-99.3% |