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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 | $24,378 | $159,978-84.8% | $147,041-83.4% | $145,978-83.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 239.25% | 98.36%+140.9pp | 419.21%-180.0pp | 550.52%-311.3pp |
| Employer contribution / active EE | $836 | $5,288-84.2% | $4,935-83.1% | $4,662-82.1% |
| Participant deferral / active EE | $4,417 | $8,429-47.6% | $8,071-45.3% | $6,690-34.0% |
| Admin fee / account holder | $49 | $15,053-99.7% | $13,006-99.6% | $13,400-99.6% |