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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 | $100,203-8.3% | $85,240+7.8% | $145,897-37.0% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 13.71% | 84.28%-70.6pp | 66.75%-53.0pp | 552.29%-538.6pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $19,336 | $5,299+264.9% | $4,527+327.1% | $6,689+189.1% |
| Admin fee / account holder | $155 | $7,265-97.9% | $6,165-97.5% | $13,390-98.8% |