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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 | $158,635 | $166,242-4.6% | $165,071-3.9% | $145,884+8.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.86% | 100.44%-86.6pp | 70.17%-56.3pp | 551.85%-538.0pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $23,000 | $6,964+230.3% | $6,035+281.1% | $6,690+243.8% |
| Admin fee / account holder | $52 | $16,658-99.7% | $12,695-99.6% | $13,392-99.6% |