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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 | $22,997 | $125,193-81.6% | $105,591-78.2% | $145,978-84.2% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 14.29% | 225.53%-211.2pp | 116.43%-102.1pp | 550.52%-536.2pp |
| Employer contribution / active EE | $519 | $3,718-86.0% | $3,166-83.6% | $4,662-88.9% |
| Participant deferral / active EE | $2,495 | $5,708-56.3% | $5,008-50.2% | $6,690-62.7% |
| Admin fee / account holder | $100 | $17,277-99.4% | $11,024-99.1% | $13,400-99.3% |