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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 | $95,125 | $172,758-44.9% | $149,600-36.4% | $138,895-31.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 79.9%+20.1pp |
| Annual return | 18.96% | 181.17%-162.2pp | 129.59%-110.6pp | 145.39%-126.4pp |
| Employer contribution / active EE | $444 | $4,778-90.7% | $4,193-89.4% | $4,194-89.4% |
| Participant deferral / active EE | $5,180 | $8,180-36.7% | $7,203-28.1% | $6,396-19.0% |
| Admin fee / account holder | $0 | $17,615-100.0% | $13,963-100.0% | $12,562-100.0% |