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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 | $18,965 | $111,535-83.0% | $105,223-82.0% | $137,256-86.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.07% | 237.85%-218.8pp | 180.65%-161.6pp | 220.34%-201.3pp |
| Employer contribution / active EE | $414 | $3,939-89.5% | $3,689-88.8% | $4,156-90.0% |
| Participant deferral / active EE | $1,792 | $5,500-67.4% | $5,072-64.7% | $6,407-72.0% |
| Admin fee / account holder | $245 | $9,721-97.5% | $8,859-97.2% | $12,270-98.0% |