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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 | $113,563 | $157,270-27.8% | $141,173-19.6% | $152,870-25.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.74% | 64.33%-40.6pp | 71.40%-47.7pp | 345.34%-321.6pp |
| Employer contribution / active EE | $78 | $5,261-98.5% | $4,735-98.4% | $4,763-98.4% |
| Participant deferral / active EE | $4,723 | $7,110-33.6% | $6,710-29.6% | $5,850-19.3% |
| Admin fee / account holder | $118 | $12,121-99.0% | $10,262-98.8% | $11,597-99.0% |