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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 | $43,510 | $157,304-72.3% | $141,197-69.2% | $152,909-71.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 44.03% | 64.34%-20.3pp | 71.41%-27.4pp | 345.46%-301.4pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $15,571 | $7,111+119.0% | $6,710+132.0% | $5,851+166.1% |
| Admin fee / account holder | $109 | $12,126-99.1% | $10,265-98.9% | $11,601-99.1% |