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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 | $29,354 | $166,131-82.3% | $164,975-82.2% | $145,877-79.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 17.91% | 100.37%-82.5pp | 70.12%-52.2pp | 551.28%-533.4pp |
| Employer contribution / active EE | $887 | $5,276-83.2% | $4,343-79.6% | $4,663-81.0% |
| Participant deferral / active EE | $6,697 | $6,962-3.8% | $6,033+11.0% | $6,691+0.1% |
| Admin fee / account holder | $38 | $16,648-99.8% | $12,688-99.7% | $13,402-99.7% |