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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 | $157,303 | $183,627-14.3% | $155,602+1.1% | $145,978+7.8% |
| Participation rate | 82.4% | 82.7%-0.3pp | 78.2%+4.1pp | 80.3%+2.1pp |
| Annual return | 23.80% | 61.32%-37.5pp | 64.81%-41.0pp | 550.52%-526.7pp |
| Employer contribution / active EE | $68 | $5,316-98.7% | $4,675-98.5% | $4,662-98.5% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $15 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |