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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 | $37,455 | $165,399-77.4% | $149,745-75.0% | $158,982-76.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 80.20% | 348.34%-268.1pp | 276.72%-196.5pp | 302.99%-222.8pp |
| Employer contribution / active EE | $397 | $5,105-92.2% | $4,646-91.5% | $4,763-91.7% |
| Participant deferral / active EE | $7,414 | $7,183+3.2% | $6,843+8.3% | $5,983+23.9% |
| Admin fee / account holder | $209 | $10,811-98.1% | $9,312-97.8% | $11,252-98.1% |