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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 | $32,478 | $183,539-82.3% | $155,556-79.1% | $145,897-77.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.43% | 61.31%-49.9pp | 64.84%-53.4pp | 552.29%-540.9pp |
| Employer contribution / active EE | $981 | $5,315-81.5% | $4,675-79.0% | $4,663-79.0% |
| Participant deferral / active EE | $2,036 | $6,467-68.5% | $5,631-63.8% | $6,689-69.6% |
| Admin fee / account holder | $43 | $19,275-99.8% | $15,885-99.7% | $13,390-99.7% |