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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 | $23,045 | $118,708-80.6% | $98,920-76.7% | $158,966-85.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 20.51% | 372.49%-352.0pp | 196.47%-176.0pp | 302.95%-282.4pp |
| Employer contribution / active EE | $259 | $3,334-92.2% | $2,689-90.4% | $4,762-94.6% |
| Participant deferral / active EE | $3,233 | $5,089-36.5% | $4,245-23.8% | $5,983-46.0% |
| Admin fee / account holder | $77 | $10,134-99.2% | $6,643-98.8% | $11,250-99.3% |