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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 | $28,525 | $175,259-83.7% | $149,723-80.9% | $139,487-79.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 20.06% | 166.82%-146.8pp | 134.50%-114.4pp | 373.84%-353.8pp |
| Employer contribution / active EE | $685 | $5,478-87.5% | $4,821-85.8% | $4,755-85.6% |
| Participant deferral / active EE | $3,976 | $6,522-39.0% | $5,682-30.0% | $6,713-40.8% |
| Admin fee / account holder | $260 | $16,158-98.4% | $13,215-98.0% | $11,407-97.7% |