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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 | $31,041 | $183,592-83.1% | $155,574-80.0% | $145,877-78.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 14.44% | 61.37%-46.9pp | 64.87%-50.4pp | 551.28%-536.8pp |
| Employer contribution / active EE | $649 | $5,317-87.8% | $4,676-86.1% | $4,663-86.1% |
| Participant deferral / active EE | $2,759 | $6,466-57.3% | $5,629-51.0% | $6,691-58.8% |
| Admin fee / account holder | $85 | $19,316-99.6% | $15,914-99.5% | $13,402-99.4% |