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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 | $34,724 | $198,457-82.5% | $170,435-79.6% | $147,586-76.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.62% | 257.30%-234.7pp | 205.94%-183.3pp | 578.59%-556.0pp |
| Employer contribution / active EE | $1,192 | $6,183-80.7% | $5,432-78.1% | $4,876-75.6% |
| Participant deferral / active EE | $4,507 | $5,629-19.9% | $4,939-8.7% | $5,439-17.1% |
| Admin fee / account holder | $32 | $16,852-99.8% | $13,881-99.8% | $10,886-99.7% |