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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 | $44,642 | $209,425-78.7% | $178,499-75.0% | $158,966-71.9% |
| Participation rate | 90.9% | 86.4%+4.6pp | 81.9%+9.0pp | 82.0%+8.9pp |
| Annual return | 15.21% | 188.80%-173.6pp | 151.10%-135.9pp | 302.95%-287.7pp |
| Employer contribution / active EE | -$39 | $5,707-100.7% | $5,011-100.8% | $4,762-100.8% |
| Participant deferral / active EE | $3,996 | $5,955-32.9% | $5,202-23.2% | $5,983-33.2% |
| Admin fee / account holder | $55 | $17,078-99.7% | $13,986-99.6% | $11,250-99.5% |