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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 | $10,191 | $109,908-90.7% | $97,161-89.5% | $145,978-93.0% |
| Participation rate | 94.1% | 75.9%+18.2pp | 72.7%+21.4pp | 80.3%+13.8pp |
| Annual return | 16.72% | 243.80%-227.1pp | 75.36%-58.6pp | 550.52%-533.8pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,386 | $4,679-6.3% | $4,265+2.8% | $6,690-34.4% |
| Admin fee / account holder | $55 | $6,213-99.1% | $5,647-99.0% | $13,400-99.6% |