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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 | $25,184 | $129,737-80.6% | $119,126-78.9% | $154,746-83.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 18.64% | 379.08%-360.4pp | 282.11%-263.5pp | 172.34%-153.7pp |
| Employer contribution / active EE | $813 | $4,375-81.4% | $4,034-79.9% | $4,379-81.4% |
| Participant deferral / active EE | $4,674 | $5,842-20.0% | $5,318-12.1% | $6,730-30.6% |
| Admin fee / account holder | $49 | $11,961-99.6% | $10,693-99.5% | $14,365-99.7% |