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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 | $145,779 | $183,592-20.6% | $155,574-6.3% | $145,877-0.1% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 8502.34% | 61.37%+8441.0pp | 64.87%+8437.5pp | 551.28%+7951.1pp |
| Employer contribution / active EE | $594 | $5,317-88.8% | $4,676-87.3% | $4,663-87.3% |
| Participant deferral / active EE | $4,471 | $6,466-30.8% | $5,629-20.6% | $6,691-33.2% |
| Admin fee / account holder | $9 | $19,316-100.0% | $15,914-99.9% | $13,402-99.9% |