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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 | $86,795 | $190,862-54.5% | $159,991-45.8% | $134,509-35.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 0.00% | 552.59%-552.6pp | 408.82%-408.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $238 | $4,995-95.2% | $4,225-94.4% | $4,741-95.0% |
| Participant deferral / active EE | $5,938 | $6,924-14.2% | $6,183-4.0% | $6,400-7.2% |
| Admin fee / account holder | $148 | $10,495-98.6% | $8,715-98.3% | $11,427-98.7% |