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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 | $68,613 | $148,623-53.8% | $135,974-49.5% | $139,466-50.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.93% | 79.30%-61.4pp | 68.30%-50.4pp | 373.66%-355.7pp |
| Employer contribution / active EE | $381 | $5,246-92.7% | $4,859-92.2% | $4,754-92.0% |
| Participant deferral / active EE | $6,863 | $8,103-15.3% | $7,760-11.6% | $6,712+2.2% |
| Admin fee / account holder | $143 | $12,406-98.9% | $10,767-98.7% | $11,409-98.8% |