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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 | $44,805 | $138,078-67.6% | $125,363-64.3% | $134,509-66.7% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -5.90% | 750.49%-756.4pp | 572.15%-578.0pp | 418.13%-424.0pp |
| Employer contribution / active EE | $498 | $5,245-90.5% | $4,815-89.7% | $4,741-89.5% |
| Participant deferral / active EE | $3,057 | $7,800-60.8% | $7,447-59.0% | $6,400-52.2% |
| Admin fee / account holder | $140 | $11,566-98.8% | $10,005-98.6% | $11,427-98.8% |