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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 | $38,644 | $160,070-75.9% | $147,117-73.7% | $145,897-73.5% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 10.15% | 98.69%-88.5pp | 420.54%-410.4pp | 552.29%-542.1pp |
| Employer contribution / active EE | $1,024 | $5,285-80.6% | $4,932-79.2% | $4,663-78.0% |
| Participant deferral / active EE | $6,005 | $8,419-28.7% | $8,065-25.5% | $6,689-10.2% |
| Admin fee / account holder | $195 | $15,035-98.7% | $12,993-98.5% | $13,390-98.5% |