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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 | $63,531 | $90,509-29.8% | $78,693-19.3% | $273,968-76.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.59% | 75.61%-68.0pp | 62.18%-54.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,627 | $3,901+95.5% | $3,517+116.9% | $5,287+44.3% |
| Admin fee / account holder | $117 | $5,264-97.8% | $4,511-97.4% | $10,132-98.8% |