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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 | $13,753 | $68,097-79.8% | $62,929-78.1% | $137,256-90.0% |
| Participation rate | 77.3% | 77.4%-0.2pp | 73.1%+4.2pp | 80.0%-2.7pp |
| Annual return | 22.72% | 1859.11%-1836.4pp | 1063.93%-1041.2pp | 220.34%-197.6pp |
| Employer contribution / active EE | $148 | $2,811-94.7% | $2,505-94.1% | $4,156-96.4% |
| Participant deferral / active EE | $2,991 | $4,553-34.3% | $3,888-23.1% | $6,407-53.3% |
| Admin fee / account holder | $47 | $6,521-99.3% | $5,065-99.1% | $12,270-99.6% |