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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 | $38,660 | $110,212-64.9% | $96,534-60.0% | $139,466-72.3% |
| Participation rate | 93.3% | 78.1%+15.2pp | 76.0%+17.4pp | 80.3%+13.0pp |
| Annual return | 62.98% | 26.42%+36.6pp | 25.88%+37.1pp | 373.66%-310.7pp |
| Employer contribution / active EE | $791 | $3,620-78.1% | $2,965-73.3% | $4,754-83.4% |
| Participant deferral / active EE | $5,114 | $5,547-7.8% | $4,851+5.4% | $6,712-23.8% |
| Admin fee / account holder | $161 | $11,599-98.6% | $8,253-98.1% | $11,409-98.6% |