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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 | $187,266 | $133,981+39.8% | $112,249+66.8% | $134,532+39.2% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -15.39% | 47.16%-62.6pp | 27.48%-42.9pp | 418.27%-433.7pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,577 | $5,292+62.1% | $4,729+81.4% | $6,401+34.0% |
| Admin fee / account holder | $54 | $7,492-99.3% | $6,412-99.2% | $11,429-99.5% |