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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 | $41,032 | $125,190-67.2% | $105,624-61.2% | $145,897-71.9% |
| Participation rate | 92.3% | 77.6%+14.7pp | 75.3%+17.0pp | 80.3%+12.0pp |
| Annual return | 10.54% | 225.22%-214.7pp | 116.20%-105.7pp | 552.29%-541.8pp |
| Employer contribution / active EE | $584 | $3,720-84.3% | $3,168-81.6% | $4,663-87.5% |
| Participant deferral / active EE | $2,994 | $5,716-47.6% | $5,013-40.3% | $6,689-55.2% |
| Admin fee / account holder | $269 | $17,138-98.4% | $10,961-97.5% | $13,390-98.0% |