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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 | $21,318 | $183,627-88.4% | $155,602-86.3% | $145,978-85.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 33.38% | 61.32%-27.9pp | 64.81%-31.4pp | 550.52%-517.1pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,085 | $6,466+25.0% | $5,629+43.6% | $6,690+20.9% |
| Admin fee / account holder | $52 | $19,327-99.7% | $15,923-99.7% | $13,400-99.6% |