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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 | $62,124 | $111,535-44.3% | $105,223-41.0% | $137,256-54.7% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.8pp | 80.0%+8.9pp |
| Annual return | 23.13% | 237.85%-214.7pp | 180.65%-157.5pp | 220.34%-197.2pp |
| Employer contribution / active EE | $351 | $3,939-91.1% | $3,689-90.5% | $4,156-91.6% |
| Participant deferral / active EE | $12,809 | $5,500+132.9% | $5,072+152.6% | $6,407+99.9% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |