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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 | $91,863 | $99,921-8.1% | $85,009+8.1% | $145,959-37.1% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 13.71% | 83.89%-70.2pp | 66.47%-52.8pp | 561.95%-548.2pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,728-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $19,336 | $5,293+265.3% | $4,522+327.6% | $6,689+189.1% |
| Admin fee / account holder | $155 | $7,252-97.9% | $6,153-97.5% | $13,398-98.8% |