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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 | $25,903 | $104,907-75.3% | $84,610-69.4% | $152,870-83.1% |
| Participation rate | 85.7% | 74.8%+10.9pp | 68.2%+17.5pp | 82.4%+3.3pp |
| Annual return | 23.82% | 373.79%-350.0pp | 258.74%-234.9pp | 345.34%-321.5pp |
| Employer contribution / active EE | $237 | $3,301-92.8% | $2,652-91.1% | $4,763-95.0% |
| Participant deferral / active EE | $5,931 | $4,688+26.5% | $3,899+52.1% | $5,850+1.4% |
| Admin fee / account holder | $194 | $6,241-96.9% | $4,912-96.0% | $11,597-98.3% |