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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 | $46,333 | $144,130-67.9% | $117,861-60.7% | $147,586-68.6% |
| Participation rate | 81.8% | 83.4%-1.6pp | 79.7%+2.2pp | 82.8%-1.0pp |
| Annual return | 12.48% | 531.20%-518.7pp | 335.11%-322.6pp | 578.59%-566.1pp |
| Employer contribution / active EE | $626 | $4,897-87.2% | $3,786-83.5% | $4,876-87.2% |
| Participant deferral / active EE | $5,770 | $5,316+8.5% | $4,482+28.7% | $5,439+6.1% |
| Admin fee / account holder | $172 | $10,887-98.4% | $8,021-97.9% | $10,886-98.4% |