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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 | $26,554 | $124,346-78.6% | $111,308-76.1% | $167,536-84.2% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 21.07% | 37.45%-16.4pp | 54.67%-33.6pp | 478.82%-457.7pp |
| Employer contribution / active EE | $505 | $3,437-85.3% | $2,732-81.5% | $4,839-89.6% |
| Participant deferral / active EE | $2,791 | $5,182-46.1% | $4,487-37.8% | $6,342-56.0% |
| Admin fee / account holder | $90 | $10,621-99.2% | $7,965-98.9% | $12,315-99.3% |