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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 | $41,777 | $165,361-74.7% | $149,715-72.1% | $158,950-73.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.33% | 348.24%-330.9pp | 276.66%-259.3pp | 302.91%-285.6pp |
| Employer contribution / active EE | $861 | $5,103-83.1% | $4,645-81.5% | $4,762-81.9% |
| Participant deferral / active EE | $3,472 | $7,182-51.7% | $6,842-49.3% | $5,983-42.0% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |