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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 | $45,283 | $198,457-77.2% | $170,435-73.4% | $147,586-69.3% |
| Participation rate | 73.9% | 88.0%-14.1pp | 83.6%-9.7pp | 82.8%-8.9pp |
| Annual return | 35.86% | 257.30%-221.4pp | 205.94%-170.1pp | 578.59%-542.7pp |
| Employer contribution / active EE | $1,279 | $6,183-79.3% | $5,432-76.5% | $4,876-73.8% |
| Participant deferral / active EE | $3,529 | $5,629-37.3% | $4,939-28.6% | $5,439-35.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |