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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 | $21,755 | $118,877-81.7% | $96,570-77.5% | $167,536-87.0% |
| Participation rate | 81.8% | 75.5%+6.3pp | 69.8%+12.0pp | 82.1%-0.3pp |
| Annual return | 15.13% | 50.50%-35.4pp | 37.79%-22.7pp | 478.82%-463.7pp |
| Employer contribution / active EE | $250 | $3,121-92.0% | $2,357-89.4% | $4,839-94.8% |
| Participant deferral / active EE | $2,364 | $4,617-48.8% | $3,849-38.6% | $6,342-62.7% |
| Admin fee / account holder | $89 | $8,069-98.9% | $6,182-98.6% | $12,315-99.3% |