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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 | $100,073-8.2% | $85,126+7.9% | $145,877-37.0% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 13.71% | 84.11%-70.4pp | 66.63%-52.9pp | 551.28%-537.6pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $19,336 | $5,294+265.2% | $4,523+327.5% | $6,691+189.0% |
| Admin fee / account holder | $155 | $7,261-97.9% | $6,160-97.5% | $13,402-98.8% |