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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 | $74,196 | $112,131-33.8% | $95,964-22.7% | $158,982-53.3% |
| Participation rate | 72.7% | 79.0%-6.3pp | 77.1%-4.4pp | 82.0%-9.2pp |
| Annual return | 15.94% | 171.19%-155.2pp | 91.64%-75.7pp | 302.99%-287.0pp |
| Employer contribution / active EE | $359 | $3,199-88.8% | $2,541-85.9% | $4,763-92.5% |
| Participant deferral / active EE | $3,837 | $4,784-19.8% | $4,167-7.9% | $5,983-35.9% |
| Admin fee / account holder | $28 | $10,136-99.7% | $6,797-99.6% | $11,252-99.7% |