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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 | $121,405 | $114,013+6.5% | $103,693+17.1% | $155,188-21.8% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 80.8%+6.7pp |
| Annual return | 45.33% | 49.31%-4.0pp | 47.61%-2.3pp | 148.84%-103.5pp |
| Employer contribution / active EE | $125 | $3,131-96.0% | $2,920-95.7% | $4,248-97.1% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |