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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 | $17,704 | $106,005-83.3% | $92,239-80.8% | $147,585-88.0% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 23.99% | 50.05%-26.1pp | 176.29%-152.3pp | 578.58%-554.6pp |
| Employer contribution / active EE | $269 | $4,333-93.8% | $3,680-92.7% | $4,876-94.5% |
| Participant deferral / active EE | $9,157 | $4,478+104.5% | $3,897+135.0% | $5,439+68.4% |
| Admin fee / account holder | $136 | $6,333-97.8% | $5,194-97.4% | $10,886-98.7% |