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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 | $110,810 | $160,070-30.8% | $147,117-24.7% | $145,897-24.0% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 18.20% | 98.69%-80.5pp | 420.54%-402.3pp | 552.29%-534.1pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $19,766 | $8,419+134.8% | $8,065+145.1% | $6,689+195.5% |
| Admin fee / account holder | $28 | $15,035-99.8% | $12,993-99.8% | $13,390-99.8% |