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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 | $28,662 | $112,915-74.6% | $90,965-68.5% | $158,950-82.0% |
| Participation rate | 77.8% | 74.7%+3.0pp | 69.0%+8.8pp | 82.0%-4.2pp |
| Annual return | 17.01% | 215.75%-198.7pp | 134.57%-117.6pp | 302.91%-285.9pp |
| Employer contribution / active EE | $381 | $2,894-86.8% | $2,122-82.1% | $4,762-92.0% |
| Participant deferral / active EE | $4,188 | $4,128+1.4% | $3,373+24.2% | $5,983-30.0% |
| Admin fee / account holder | $215 | $8,044-97.3% | $5,960-96.4% | $11,248-98.1% |