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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 | $40,203 | $217,432-81.5% | $185,849-78.4% | $167,536-76.0% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 16.72% | 148.42%-131.7pp | 122.10%-105.4pp | 478.82%-462.1pp |
| Employer contribution / active EE | $977 | $5,875-83.4% | $5,169-81.1% | $4,839-79.8% |
| Participant deferral / active EE | $3,080 | $6,357-51.6% | $5,569-44.7% | $6,342-51.4% |
| Admin fee / account holder | $187 | $19,818-99.1% | $16,244-98.8% | $12,315-98.5% |