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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 | $42,324 | $175,259-75.9% | $149,723-71.7% | $139,487-69.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 34.60% | 166.82%-132.2pp | 134.50%-99.9pp | 373.84%-339.2pp |
| Employer contribution / active EE | $503 | $5,478-90.8% | $4,821-89.6% | $4,755-89.4% |
| Participant deferral / active EE | $14,509 | $6,522+122.5% | $5,682+155.3% | $6,713+116.1% |
| Admin fee / account holder | $23 | $16,158-99.9% | $13,215-99.8% | $11,407-99.8% |