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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 | $46,397 | $158,852-70.8% | $121,220-61.7% | $135,380-65.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 12.42% | -0.64%+13.1pp | 16.94%-4.5pp | 519.81%-507.4pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,133 | $4,006+103.1% | $3,345+143.1% | $5,609+45.0% |
| Admin fee / account holder | $11 | $6,515-99.8% | $5,021-99.8% | $10,828-99.9% |