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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 | $17,514 | $202,440-91.3% | $169,390-89.7% | $139,466-87.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 37.00% | 532.36%-495.4pp | 406.07%-369.1pp | 373.66%-336.7pp |
| Employer contribution / active EE | $540 | $4,693-88.5% | $4,013-86.5% | $4,754-88.6% |
| Participant deferral / active EE | $9,450 | $6,940+36.2% | $6,222+51.9% | $6,712+40.8% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |