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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 | $31,915 | $157,276-79.7% | $141,177-77.4% | $152,885-79.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.53% | 64.33%-40.8pp | 71.40%-47.9pp | 345.39%-321.9pp |
| Employer contribution / active EE | $794 | $5,262-84.9% | $4,736-83.2% | $4,763-83.3% |
| Participant deferral / active EE | $2,907 | $7,110-59.1% | $6,710-56.7% | $5,851-50.3% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |